Budget_Buckets

Budgeting tool that focuses on continuous operation rather than month-by-month discrete units

TODO: implement print redirect (either context handler or via Logger) and use when loading previous steps as part of validation

Update Process

1. Download the new data and add to the Excel sheet Log tab(s)
2. Manually categorize transactions
3. Copy the categorizations to the Rules.csv
   • Log should now pass testing
4. Add row(s) to the Excel sheet Aggregate tab(s)
   • Aggregate should now pass testing
5. Add section(s) to the Excel sheet Buckets tab. Change date(s) and table name(s)
   • Buckets should now pass testing

Details

BaseLib/CategoryList is the list of all possible categories (imported to various places)

Order of operations:

1. Loading - loads any external files and converts to a usable format. Makes configuration settings and JSON paths available to downstream processes.
2. PreProcessLogs - handle original/override/final Log logic
3. Categorize - categorize transactions
4. Aggregate - turn Logs into Aggregates
5. Buckets
   1. fetch Aggregates information for Buckets
   2. perform Bucket month logic

• Validation - testing and validation (duh)
  • Excel --> JSON pipeline is implicitly validated by git diff

flowchart TD;
    i1[("Excel File(s)")];

    i1 --> Loading;

    subgraph Loading;
        direction LR;
        l1[[OpenExcel]];
        l2[[ExcelToJSON]];
        l3[(JSON)];

        l1 --excel_path--> l2;
        l1 --sheets--> l2;

        l2 --user input JSONs--> l3;
        l2 --validation JSONs--> l3;
    end;

    Loading --user input JSONs--> p1[[PreProcessLogs]];
    p1 --> c1[[Categorize]];
    c1 --> a1[[Aggregate]];
    a1 --> Buckets;

    subgraph Buckets;
        direction LR;
    end;