an.tsouchlos/banking-breakdown
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Change net income figure; Add table

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This commit is contained in:
Andreas Tsouchlos
2024-01-07 18:54:24 +01:00
parent 7c75bd3c37
commit e9a218bb88
2 changed files with 47 additions and 22 deletions
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24
banking_breakdown/statement_parser.py
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@@ -23,13 +23,24 @@ def _compute_total_balance(df: pd.DataFrame) -> pd.DataFrame:
def _compute_net_income(df: pd.DataFrame) -> pd.DataFrame:
stripped_df = pd.DataFrame({'t': df["t"], 'value': df["value"]})
df.index = df['t']
income_df = df.loc[df['value'] > 0]
expenses_df = df.loc[df['value'] < 0]
stripped_df.index = stripped_df['t']
gb = stripped_df.groupby(pd.Grouper(freq='M'))
income_df = income_df.groupby(pd.Grouper(freq='M'))[
'value'].sum().reset_index().round(decimals=2)
expenses_df = expenses_df.groupby(pd.Grouper(freq='M'))[
'value'].sum().reset_index().round(decimals=2)
result = gb["value"].sum().reset_index()
return result
t = income_df['t']
income = income_df['value'].round(decimals=2)
expenses = expenses_df['value'].round(decimals=2)
net = (income + expenses).round(decimals=2)
result_df = pd.DataFrame(
{'t': t, 'income': income, 'expenses': expenses, 'net': net})
return result_df
def _compute_category_overview(df: pd.DataFrame) -> pd.DataFrame:
@@ -46,11 +57,12 @@ def _compute_category_overview(df: pd.DataFrame) -> pd.DataFrame:
category_overview_df = category_overview_df.sort_values('value',
ascending=False)
return category_overview_df
def _compute_expenses_by_category(complete_df: pd.DataFrame) -> pd.DataFrame:
complete_df = complete_df.loc[complete_df['value'] < 0]
complete_df = complete_df.loc[complete_df['value'] < 0].copy()
complete_df['value'] = -complete_df['value']
complete_df.index = complete_df['t']