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Tushar Vashista
Final Year Project
Commits
d6b81c28
Commit
d6b81c28
authored
10 months ago
by
Tushar Vashista
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Database queries for Dashboard
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d6b81c28
from
pymongo
import
MongoClient
import
json
from
bson
import
ObjectId
import
pandas
as
pd
from
datetime
import
datetime
,
timedelta
,
timezone
# Importing the dataset in the database
def
import_expenses
(
user_id
):
# Connect to the local MongoDB server
client
=
MongoClient
(
'
mongodb://localhost:27017/
'
)
db
=
client
[
'
financial_management
'
]
expenses_collection
=
db
[
'
expenses
'
]
# The ObjectId of the user "tushar"
user_object_id
=
ObjectId
(
user_id
)
file_path
=
'
data/Expenses.txt
'
with
open
(
file_path
,
'
r
'
)
as
file
:
for
line
in
file
:
expense_data
=
json
.
loads
(
line
.
strip
())
# Add the UserID reference before inserting
expense_data
[
'
UserID
'
]
=
user_object_id
expenses_collection
.
insert_one
(
expense_data
)
print
(
"
Data import complete.
"
)
#Importing catergories data into categories collection
def
import_categories
():
# Connect to the local MongoDB server
client
=
MongoClient
(
'
mongodb://localhost:27017/
'
)
db
=
client
[
'
financial_management
'
]
categories_collection
=
db
[
'
categories
'
]
# List of categories to be inserted
categories_list
=
[
{
"
CategoryID
"
:
1
,
"
CategoryName
"
:
"
All
"
},
{
"
CategoryID
"
:
2
,
"
CategoryName
"
:
"
Housing
"
},
{
"
CategoryID
"
:
3
,
"
CategoryName
"
:
"
Utilities
"
},
{
"
CategoryID
"
:
4
,
"
CategoryName
"
:
"
Groceries
"
},
{
"
CategoryID
"
:
5
,
"
CategoryName
"
:
"
Transportation
"
},
{
"
CategoryID
"
:
6
,
"
CategoryName
"
:
"
Entertainment
"
},
{
"
CategoryID
"
:
7
,
"
CategoryName
"
:
"
Education
"
},
{
"
CategoryID
"
:
8
,
"
CategoryName
"
:
"
Miscellaneous
"
}
]
# Insert all categories into the database
categories_collection
.
insert_many
(
categories_list
)
print
(
"
Categories import complete.
"
)
# Function to retrieve the database connection
def
get_db
():
client
=
MongoClient
(
'
mongodb://localhost:27017/
'
)
return
client
[
'
financial_management
'
]
# Function to fetch expenses and category data from MongoDB and return as DataFrames
def
fetch_data
():
db
=
get_db
()
expenses_data
=
list
(
db
.
expenses
.
find
({},
{
'
_id
'
:
0
,
'
Amount
'
:
1
,
'
DateOfExpense
'
:
1
,
'
CategoryID
'
:
1
,
'
MerchantName
'
:
1
}))
categories_data
=
list
(
db
.
categories
.
find
({},
{
'
_id
'
:
0
}))
expenses_df
=
pd
.
DataFrame
(
expenses_data
)
categories_df
=
pd
.
DataFrame
(
categories_data
)
# Convert date strings to datetime objects
expenses_df
[
'
DateOfExpense
'
]
=
pd
.
to_datetime
(
expenses_df
[
'
DateOfExpense
'
])
return
expenses_df
,
categories_df
# Function to fetch budget data for a given category and date range
def
get_budget_data
(
category_id
,
start_date
,
end_date
):
db
=
get_db
()
budgets
=
list
(
db
.
budgets
.
find
({
"
UserID
"
:
ObjectId
(
"
662947d472ecb2349f29cbe1
"
),
"
CategoryID
"
:
category_id
,
"
StartDate
"
:
{
"
$gte
"
:
start_date
},
"
EndDate
"
:
{
"
$lte
"
:
end_date
}
}))
return
budgets
# Function to calculate the start and end of the current month
def
get_time_bounds
():
now
=
datetime
.
now
(
timezone
.
utc
).
replace
(
hour
=
0
,
minute
=
0
,
second
=
0
,
microsecond
=
0
)
start
=
now
.
replace
(
day
=
1
)
# Start of this month
end
=
(
start
.
replace
(
month
=
start
.
month
%
12
+
1
,
day
=
1
)
-
timedelta
(
microseconds
=
1
))
# End of this month
return
start
,
end
# Function to fetch budget status, total spent, and total budget for a user and category
def
get_budget_status
(
user_id
,
category_id
):
db
=
get_db
()
category_id
=
int
(
category_id
)
if
category_id
==
1
:
# Assuming '1' is the ID for 'All'
category_filter
=
{}
else
:
category_filter
=
{
"
CategoryID
"
:
category_id
}
start_of_month
,
end_of_month
=
get_time_bounds
()
monthly_budgets
=
list
(
db
.
budgets
.
find
({
"
UserID
"
:
ObjectId
(
user_id
),
**
category_filter
,
"
StartDate
"
:
{
"
$gte
"
:
start_of_month
,
"
$lte
"
:
end_of_month
},
}))
expenses
=
list
(
db
.
expenses
.
find
({
"
UserID
"
:
ObjectId
(
user_id
),
**
category_filter
}))
# Convert expenses to DataFrame and filter by date
expenses_df
=
pd
.
DataFrame
(
expenses
)
if
not
expenses_df
.
empty
:
expenses_df
[
'
DateOfExpense
'
]
=
pd
.
to_datetime
(
expenses_df
[
'
DateOfExpense
'
]).
dt
.
tz_localize
(
timezone
.
utc
)
filtered_expenses_df
=
expenses_df
[(
expenses_df
[
'
DateOfExpense
'
]
>=
start_of_month
)
&
(
expenses_df
[
'
DateOfExpense
'
]
<=
end_of_month
)]
total_spent
=
filtered_expenses_df
[
'
Amount
'
].
sum
()
if
not
expenses_df
.
empty
else
0
# Calculate total budget for the month
total_budget
=
sum
(
b
[
'
BudgetLimit
'
]
for
b
in
monthly_budgets
)
# Calculate budget left
monthly_budget_left
=
total_budget
-
total_spent
budget_status
=
f
"
£
{
monthly_budget_left
:
.
2
f
}
"
if
monthly_budget_left
>=
0
else
"
Budget exceeded
"
# Returning total spent and budget limit for pie chart visualization
return
budget_status
,
total_spent
,
total_budget
# Function to update the monthly budget in the database
def
update_budget_in_db
(
user_id
,
category_id
,
amount
,
db
):
start_of_month
,
end_of_month
=
get_time_bounds
()
budgets_collection
=
db
.
budgets
budgets_collection
.
update_one
(
{
"
UserID
"
:
ObjectId
(
user_id
),
"
CategoryID
"
:
category_id
},
{
"
$set
"
:
{
"
BudgetLimit
"
:
amount
,
"
StartDate
"
:
start_of_month
,
"
EndDate
"
:
end_of_month
}
},
upsert
=
True
)
# Function to fetch all budgets from the database
def
fetch_all_budgets
():
db
=
get_db
()
return
list
(
db
.
budgets
.
find
({},
{
'
_id
'
:
0
,
'
CategoryID
'
:
1
,
'
BudgetLimit
'
:
1
,
'
StartDate
'
:
1
,
'
EndDate
'
:
1
,
'
Period
'
:
1
}))
# Function to fetch all categories from the database
def
fetch_categories
():
db
=
get_db
()
categories
=
list
(
db
.
categories
.
find
({},
{
'
_id
'
:
0
,
'
CategoryID
'
:
1
,
'
CategoryName
'
:
1
}))
return
categories
# Calling the function created above to set up the database
# Importing expenses from Expenses.txt
# import_expenses('662947d472ecb2349f29cbe1') #Uncomment this to import expenses from data/expenses.txt
# Importing categories
# import_categories() #Uncomment this to import expenses from data/categories.txt
\ No newline at end of file
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