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Fix default categories

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This commit is contained in:
Sara Montecino 2022-10-30 02:58:27 -07:00
parent ac6763df1b
commit 001d589a1e
3 changed files with 34 additions and 18 deletions
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10
.vscode/launch.json vendored
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@ -11,7 +11,15 @@
"program": "main.py", "program": "main.py",
"console": "integratedTerminal", "console": "integratedTerminal",
"justMyCode": true, "justMyCode": true,
"args": ["C:\\Users\\saram\\Downloads\\Statement_082022_4653.pdf"] "args": ["C:\\Users\\saram\\Downloads\\Statement_072022_4653.pdf"]
},
{
"name": "Create Database",
"type": "python",
"request": "launch",
"program": "database.py",
"console": "integratedTerminal",
"justMyCode": true
} }
] ]
} }

36
database.py
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@ -9,30 +9,33 @@ def create_tables():
with instance: with instance:
instance.create_tables([User, TransactionCategory, Transaction, Source]) instance.create_tables([User, TransactionCategory, Transaction, Source])
def add_user():
# Make my user. # Make my user.
instance.connect() instance.connect()
User.create(username='ciphercules') User.create(username='ciphercules')
instance.close() instance.close()
def add_default_categories(): def add_default_categories():
"""Helper function to add default categories. Should be called manually."""
categories = [ categories = [
{"food": ["snacks", "fast_food", "groceries", "restaurant"]}, ("food", ["snacks", "fast_food", "groceries", "restaurant"]),
{"clothing": []}, ("clothing", []),
{"event": ["event_food", "birthday", "movie_theater"]}, ("event", ["event_food", "birthday", "movie_theater"]),
{"finance": ["interest"]}, ("finance", ["interest"]),
{"hobby": ["gym", "game_development", "projects", "education"]}, ("hobby", ["gym", "game_development", "projects", "education"]),
{"home_improvement": []}, ("home_improvement", []),
{"pet": ["health", "dog_food"]}, ("pet", ["dog_health", "dog_food"]),
{"media": ["book", "music", "television", "video_game"]}, ("media", ["book", "music", "television", "video_game"]),
{"health": ["medicine"]}, ("health", ["medicine"]),
{"transit": ["car_insurance", "car_registration", "gas", "parking", "taxi", "car_maintenance"]}, ("transit", ["car_insurance", "car_registration", "gas", "parking", "taxi", "car_maintenance"]),
{"utilities": ["electricity", "gas", "laundry", "cell_phone", "trash", "water"]}, ("utilities", ["electricity", "natural_gas", "laundry", "cell_phone", "trash", "water"]),
{"rent": []}, ("rent", []),
] ]
instance.connect() instance.connect()
with instance.atomic(): with instance.atomic():
for parent, children in categories.items(): for category in categories:
parent, children = category
parent_db = TransactionCategory.create(name=parent) parent_db = TransactionCategory.create(name=parent)
for child in children: for child in children:
TransactionCategory.create(name=child, parent=parent_db) TransactionCategory.create(name=child, parent=parent_db)
@ -66,4 +69,9 @@ class Transaction(BaseModel):
transaction_date = DateTimeField() transaction_date = DateTimeField()
description = CharField() description = CharField()
amount = FloatField() amount = FloatField()
subcategory = ForeignKeyField(TransactionCategory, backref='+', null=True) subcategory = ForeignKeyField(TransactionCategory, backref='+', null=True)
if __name__ == "__main__":
create_tables()
add_user()
add_default_categories()

6
todo.txt
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@ -7,8 +7,8 @@ Every week, I need to:
## Parse capital one statement ## Parse capital one statement
x Given a PDF bank statement from capital one, extract the transaction date, description, and amount from each transaction x Given a PDF bank statement from capital one, extract the transaction date, description, and amount from each transaction
Store the data in a SQL lite database xStore the data in a SQL lite database
x Create database schema x Create database schema
x Automatically add capital one transactions to database x Automatically add capital one transactions to database
Add web page to add categories Add web page to categorize transactions
Add web page to categorize transactions Add web page to add categories