backend / app /categorization /file_processing.py
palexis3's picture
Push code that fixes upload but has issues with categorization
c37c62e
Raw
History Blame
8.67 kB
import os
import glob
import shutil
import logging
import warnings
from typing import Optional, Union, Dict, List
from datetime import datetime
import pandas as pd
from dateparser import parse
from fastapi import HTTPException
import csv
from app.categorization.categorizer_list import categorize_list
from app.categorization.config import RESULT_OUTPUT_FILE, CATEGORY_REFERENCE_OUTPUT_FILE
from app.model.transaction import Transaction
from app.schema.index import TransactionCreate
from sqlalchemy.ext.asyncio import AsyncSession
# Read file and process it (e.g. categorize transactions)
async def process_file(file_path: str, df: pd.DataFrame) -> Dict[str, Union[str, pd.DataFrame]]:
"""
Process the input file by reading, cleaning, standardizing, and categorizing the transactions.
Args:
file_path (str): Path to the input file.
df (dataframe): Dataframe representing input file
Returns:
Dict[str, Union[str, pd.DataFrame]]: Dictionary containing the file name, processed output, and error information if any
"""
file_name = os.path.basename(file_path)
result = {'file_path': file_name, 'output': pd.DataFrame(), 'error': ''}
try:
# Read file into standardized tx format: transaction_date, name_description, type, amount, category, source
tx_list = standardize_csv_file(file_path, df)
result["columns"] = tx_list.columns.tolist()
# Categorize transactions
result["output"] = await categorize_list(tx_list)
# print(f"File processed sucessfully: {file_name}")
except Exception as e:
# Return an error indicator and exception info
logging.debug(logging.ERROR, f"| File: {file_name} | Unexpected Error: {e}")
result["error"] = str(e)
raise HTTPException(status_code = 500, detail=f"\n\n process_file result: \n{result}")
return result
def standardize_csv_file(file_path: str, d: pd.DataFrame) -> pd.DataFrame:
"""
Read and prepare the data from the input file.
Args:
file_path (str): Path to the input file.
Returns:
pd.DataFrame: Prepared transaction data.
"""
result = {"csv_file": "", "file_path": file_path, "new_csv_file": "", "transaction_date": "", "tx_list_new_columns": "", "error": ""}
try:
#1
# result["csv_file"] = csv_file.read()
# reader = csv.reader(csv_file)
# data = list(reader)
# df = pd.DataFrame(data, columns=data[0])
#2
# df = pd.read_csv(file_path)
#3
# with open(file_path, 'r', encoding='utf-8') as file:
# csv_reader = csv.reader(file)
# data = list(csv_reader)
# df = pd.DataFrame(data)
headers = d.columns
df = pd.DataFrame(d.values[1:], columns=headers)
result["csv_file"] = df
df.attrs['file_name'] = file_path
# print(f"\n\n standardize_csv_file columns: \n{df} \n date:\n{df['transaction_date']} \n")
# tx_list.columns = ['transaction_date', 'name_description', 'type', 'amount', 'category']
# # Standardize dates to YYYY/MM/DD format
warnings.filterwarnings('ignore', 'Parsing dates', category=UserWarning)
# df['transaction_date'] = pd.to_datetime(df['transaction_date']).dt.strftime('%d/%m/%Y')
# Add source and reindex to desired tx format; category column is new and therefore empty
# tx_list.insert(0, "source", [os.path.basename(file_path) for i in range(len(tx_list.columns))])
# tx_list.insert(0, "category", [])
# df = df.reindex(columns=['transaction_date', 'name_description', 'type', 'amount', 'category'])
# tx_list['transaction_date'] = pd.to_datetime(tx_list['transaction_date']).dt.strftime('%Y/%m/%d')
# tx_list.set_index(['transaction_date', 'name_description', 'type', 'amount', 'category'])
df['source'] = pd.Series([os.path.basename(file_path)] * len(df.index))
df['category'] = pd.Series([])
result["new_csv_file"] = df
# print(f"\n\n standardize_csv_file result: \n{df} \n")
return df
except Exception as e:
# Return an error indicator and exception info
logging.debug("standardize_csv_file Error: {e}")
if hasattr(e, 'message'):
result["error"] = str(e.message)
else:
result["error"] = str(e)
raise HTTPException(status_code = 401, detail=f"standardize_csv_file exception: {result}")
async def save_results(db: AsyncSession, results: List) -> Dict[str, Union[List[str], List[TransactionCreate], pd.DataFrame]]:
"""
Merge all interim results in the input folder and write the merged results to the output file.
Args:
in_folder (str): Path to the input folder containing interim results.
out_file (str): Path to the output file.
Returns:
None
"""
result = {'ok_files': '', 'ko_files': '', 'error_messages': '', 'txn_list_to_save': '', 'old_ref_data': '', 'new_ref_data': ''}
try:
# Concatenate all (valid) results into a single DataFrame
# Print errors to console
ok_files = []
ko_files = []
error_messages = []
# print(f"save_results results: {results}")
col_list = ["transaction_date", "name_description", "type", "amount", "category"]
tx_list = pd.DataFrame(columns=col_list)
# print(f"save_results tx_list: {tx_list}")
for result in results:
if not result["error"]:
ok_files.append(result["file_name"])
print(f"save_results ok_files: {ok_files}\n")
result_df = result["output"]
print(f"save_results result_df: {result_df}\n")
result_df.columns = col_list
print(f"save_results result_df.columns: {result_df.columns}\n")
tx_list = pd.concat([tx_list, result_df], ignore_index=True)
print(f"save_results tx_list: {tx_list}\n")
else:
ko_files.append(result["file_name"])
print(f"save_results ko_files: {ko_files}\n")
error_messages.append(f"{result['file_name']}: {result['error']}")
print(f"save_results error_messages: {error_messages}\n")
result['ok_files'] = ok_files
result['ko_files'] = ko_files
result['error_messages'] = error_messages
# Save to database
# FIXME: get user_id from session
txn_list_to_save = [TransactionCreate(**row.to_dict(), user_id=1) for _, row in tx_list.iterrows()]
result['txn_list_to_save'] = txn_list_to_save
print(f"save_results txn_list_to_save: {txn_list_to_save}\n")
await Transaction.bulk_create(db, txn_list_to_save)
new_ref_data = tx_list[["name_description", "category"]]
if not os.path.exists(CATEGORY_REFERENCE_OUTPUT_FILE):
os.makedirs(CATEGORY_REFERENCE_OUTPUT_FILE)
if os.path.exists(CATEGORY_REFERENCE_OUTPUT_FILE):
# If it exists, add master file to interim results
old_ref_data = pd.read_csv(CATEGORY_REFERENCE_OUTPUT_FILE, names=["name_description", "category"], header=0)
new_ref_data = pd.concat([old_ref_data, new_ref_data], ignore_index=True)
print(f"save_results new_ref_data: {new_ref_data}\n")
print(f"save_results old_ref_data: {old_ref_data}\n")
# Drop duplicates, sort, and write to create new Master File
new_ref_data.drop_duplicates(subset=["name_description"]).sort_values(by=["name_description"]).to_csv(
CATEGORY_REFERENCE_OUTPUT_FILE, mode="w", index=False, header=True
)
result['old_ref_data'] = old_ref_data
result['new_ref_data'] = new_ref_data
print(f"\nsave_results result:\n {result}\n")
# Summarize results
# print(f"\nProcessed {len(results)} files: {len(ok_files)} successful, {len(ko_files)} with errors\n")
logging.debug(f"\nProcessed {len(results)} files: {len(ok_files)} successful, {len(ko_files)} with errors\n")
if len(ko_files):
print(f"Errors in the following files:")
for message in error_messages:
print(f" {message}")
print("\n")
except Exception as e:
# Return an error indicator and exception info
# print(f"standardize_csv_file exception: {e}")
logging.debug("save_results Error: {e}")
result["error"] = str(e)
raise HTTPException(status_code = 401, detail=f"save_results exception: {error_messages}")
return result