Kumi
1acc142dba
Introduced a new debug configuration for production mode in VSCode, facilitating easier debugging in different environments. Additionally, updated the `get_transparency_data` function to handle year and month as strings, ensuring compatibility with subsequent operations. Added a necessary parameter to a function call in `main.py` to align with the updated function signature.
250 lines
8.4 KiB
Python
250 lines
8.4 KiB
Python
from decimal import Decimal
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from datetime import datetime
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def get_latest_month(data, allow_current=False):
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years = sorted(data.keys())
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latest_year = years[-1]
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months = sorted(data[latest_year].keys())
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latest_month = months[-1]
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if (
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not allow_current
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and latest_year == str(datetime.now().year)
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and latest_month == str(datetime.now().month)
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):
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try:
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latest_month = months[-2]
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except IndexError:
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latest_year = years[-2]
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latest_month = months[-1]
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return int(latest_month), int(latest_year)
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def get_transparency_data(data, year=None, month=None, allow_current=False):
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if year is None:
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year = max(data.keys())
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if month is None:
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month = max(data[year].keys())
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year = str(year)
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month = str(month)
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if (
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not allow_current
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and year == str(datetime.now().year)
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and month == str(datetime.now().month)
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):
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try:
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month = max([m for m in data[year].keys() if m != str(datetime.now().month)])
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except ValueError:
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year = str(int(year) - 1)
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month = max(data[year].keys())
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assert year in data, f"Year {year} not found in data"
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assert month in data[year], f"Month {month}-{year} not found in data"
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# Initialize balances
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balances = {}
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incomes = {}
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expenses = {}
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notes = {}
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start_balance = {}
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end_balance = {}
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for y in sorted(data.keys()):
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if int(y) > int(year):
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break
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for m in sorted(data[y].keys()):
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if int(y) == int(year) and int(m) > int(month):
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break
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# If the month is the one we are interested in, capture the start balance
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if int(y) == int(year) and int(m) == int(month):
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start_balance = {
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k: Decimal(v) for k, v in balances.items() if k != "Notes"
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}
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for category in data[y][m]:
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for currency, amount in data[y][m][category].items():
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if currency == "Notes":
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if int(y) == int(year) and int(m) == int(month):
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notes[category] = amount
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else:
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if currency not in balances:
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balances[currency] = Decimal(0)
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balances[currency] += Decimal(str(amount))
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# Track incomes and expenses
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if int(y) == int(year) and int(m) == int(month):
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if Decimal(str(amount)) > 0:
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if category not in incomes:
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incomes[category] = {}
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if currency not in incomes[category]:
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incomes[category][currency] = Decimal(0)
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incomes[category][currency] += Decimal(str(amount))
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else:
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if category not in expenses:
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expenses[category] = {}
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if currency not in expenses[category]:
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expenses[category][currency] = Decimal(0)
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expenses[category][currency] += Decimal(str(amount))
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# If the month is the one we are interested in, capture the end balance
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if int(y) == int(year) and int(m) == int(month):
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end_balance = {
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k: Decimal(v) for k, v in balances.items() if k != "Notes"
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}
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# Calculate accumulated sums of incomes and expenses
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accumulated_incomes = {
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currency: sum(incomes[cat].get(currency, Decimal(0)) for cat in incomes)
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for currency in balances
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if currency != "Notes"
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}
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accumulated_expenses = {
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currency: sum(expenses[cat].get(currency, Decimal(0)) for cat in expenses)
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for currency in balances
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if currency != "Notes"
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}
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return {
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"start_balance": start_balance,
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"end_balance": end_balance,
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"incomes": incomes,
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"expenses": expenses,
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"accumulated_incomes": accumulated_incomes,
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"accumulated_expenses": accumulated_expenses,
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"notes": notes,
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}
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def generate_transparency_table(result, currencies=None):
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def extract_currencies(data):
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return ["EUR"] + (
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list(
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set(
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list(data["start_balance"].keys())
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+ list(data["end_balance"].keys())
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+ list(data["accumulated_incomes"].keys())
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+ list(data["accumulated_expenses"].keys())
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)
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- {"EUR", "Notes"}
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)
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)
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def format_currency(value, currency):
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if currency == "EUR":
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return f"€{value:,.2f}"
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elif currency in ["BTC", "ETH", "XMR"]:
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return f"{value:,.9f} {currency}"
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else:
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return f"{value} {currency}"
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def format_value(value, currency):
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if value == 0:
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return f"{format_currency(value, currency)}"
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elif value > 0:
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return f"+ {format_currency(value, currency)}"
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else:
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return f"- {format_currency(abs(value), currency)}"
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html = """
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<table class="table table-bordered table-transparency">
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<thead class="table-light">
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<tr>
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<th scope="col">Category</th>
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"""
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if currencies is None:
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currencies = extract_currencies(result)
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# Add currency headers
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for currency in currencies:
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if currency == "EUR":
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html += '<th class="currency-col" scope="col">Euros (€)</th>'
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elif currency == "BTC":
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html += '<th class="currency-col" scope="col">Bitcoin (BTC)</th>'
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elif currency == "ETH":
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html += '<th class="currency-col" scope="col">Ethereum (ETH)</th>'
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elif currency == "XMR":
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html += '<th class="currency-col" scope="col">Monero (XMR)</th>'
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else:
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html += f'<th class="currency-col" scope="col">{currency}</th>'
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html += """
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</tr>
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</thead>
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<tbody>
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"""
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# Add start balance row
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html += "<tr><td>Account Balance (start of month)</td>"
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for currency in currencies:
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value = result["start_balance"].get(currency, Decimal(0))
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html += f"<td>{format_value(value, currency)}</td>"
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html += "</tr>"
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# Add income rows
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for category, transactions in result["incomes"].items():
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has_notes = result["notes"].get(category)
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html += f"<tr><td>{category}{'*' if has_notes else ''}</td>"
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for currency in currencies:
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value = transactions.get(currency, "")
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if value != "":
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html += f"<td>{format_value(value, currency)}</td>"
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else:
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html += "<td></td>"
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html += "</tr>"
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# Add expense rows
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for category, transactions in result["expenses"].items():
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has_notes = result["notes"].get(category)
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html += f"<tr><td>{category}{'*' if has_notes else ''}</td>"
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for currency in currencies:
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value = transactions.get(currency, "")
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if value != "":
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html += f"<td>{format_value(value, currency)}</td>"
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else:
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html += "<td></td>"
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html += "</tr>"
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# Add total income row
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html += '<tr class="table-secondary"><td><b>Total Income</b></td>'
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for currency in currencies:
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value = result["accumulated_incomes"].get(currency, Decimal(0))
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html += f"<td><b>{format_value(value, currency)}</b></td>"
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html += "</tr>"
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# Add total expenses row
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html += '<tr class="table-secondary"><td><b>Total Expenses</b></td>'
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for currency in currencies:
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value = result["accumulated_expenses"].get(currency, Decimal(0))
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html += f"<td><b>{format_value(value, currency)}</b></td>"
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html += "</tr>"
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# Add end balance row
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html += '<tr class="table-secondary"><td><b>Account Balance (end of month)</b></td>'
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for currency in currencies:
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value = result["end_balance"].get(currency, Decimal(0))
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html += f"<td><b>{format_value(value, currency)}</b></td>"
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html += "</tr>"
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html += """
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</tbody>
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</table>
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"""
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if result["notes"]:
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html += "<p><b>Notes:</b></p>"
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html += "<ul>"
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for category, footnote in result["notes"].items():
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html += f"<li>{category}: {footnote}</li>"
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html += "</ul>"
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return html
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