Merge pull request #1769 from Facelessism/budget-tracker

Improve the transaction management and financial data accuracy

Author: steam-bell-92

utilities/Budget-Tracker/budget_tracker.py

@@ -1,4 +1,3 @@
-
 """
 💰 Budget Tracker CLI Tool
 A command-line budget tracker to manage income, expenses, and view summaries by category.
@@ -9,9 +8,11 @@
 import os
 from datetime import datetime
 from collections import defaultdict
+from decimal import Decimal, InvalidOperation
 
 DATA_FILE = os.path.join(os.path.dirname(os.path.abspath(__file__)), "budget_data.csv")
-FIELDNAMES = ["date", "type", "category", "description", "amount"]
+
+FIELDNAMES = ["id", "date", "type", "category", "description", "amount"]
 
 # ─────────────────────────────────────────────
 # FILE HELPERS
@@ -24,24 +25,59 @@ def initialize_file():
             writer = csv.DictWriter(f, fieldnames=FIELDNAMES)
             writer.writeheader()
 
-
 def load_transactions():
-    """Load all transactions from CSV."""
+    """Load all transactions from CSV and automatically migrating older files without IDs."""
     transactions = []
+
     with open(DATA_FILE, mode="r", newline="") as f:
         reader = csv.DictReader(f)
-        for row in reader:
-            row["amount"] = float(row["amount"])
+
+        has_id = "id" in (reader.fieldnames or [])
+
+        for index, row in enumerate(reader, start=1):
+            if has_id:
+                row["id"] = int(row["id"])
+            else:
+                row["id"] = index
+            row["amount"] = Decimal(row["amount"])
             transactions.append(row)
-    return transactions
 
+    if transactions and not has_id:
+        save_transactions(transactions)
+
+    return transactions
 
 def save_transaction(entry):
     """Append a single transaction to the CSV."""
     with open(DATA_FILE, mode="a", newline="") as f:
         writer = csv.DictWriter(f, fieldnames=FIELDNAMES)
-        writer.writerow(entry)
+        entry_copy = entry.copy()
+        entry_copy["amount"] = str(entry_copy["amount"])
+        writer.writerow(entry_copy)
 
+def save_transactions(transactions):
+    """Rewrite entire CSV with the current transactions."""
+    with open(DATA_FILE, "w", newline="") as f:
+        writer = csv.DictWriter(f, fieldnames=FIELDNAMES)
+        writer.writeheader()
+        for t in transactions:
+            row = t.copy()
+            row["amount"] = str(row["amount"])
+            writer.writerow(row)
+
+def get_next_id(transactions):
+    """Get the next available ID."""
+    if not transactions:
+        return 1
+    else:
+        return max(t["id"] for t in transactions) + 1
+
+def get_transaction_by_id(transactions, trans_id):
+    """Retrieve transaction by ID."""
+    for t in transactions:
+        if t["id"] == trans_id:
+            return t
+    return None
 
 # ─────────────────────────────────────────────
 # CORE FEATURES
@@ -59,26 +95,27 @@ def add_transaction(trans_type):
     description = input("Description (optional): ").strip()
 
     try:
-        amount = float(input("Amount (₹): ").strip())
-        if amount <= 0:
+        amount_input = input("Amount (₹): ").strip()
+        amount = Decimal(amount_input).quantize(Decimal("0.01"))
+        if amount <= Decimal("0.00"):
             print("❌ Amount must be greater than 0.")
             return
-    except ValueError:
+    except (InvalidOperation, ValueError):
         print("❌ Invalid amount. Please enter a number.")
         return
 
+    transactions = load_transactions()
     entry = {
+        "id": get_next_id(transactions),
         "date": datetime.now().strftime("%Y-%m-%d %H:%M"),
         "type": trans_type,
         "category": category.capitalize(),
         "description": description,
-        "amount": round(amount, 2),
+        "amount": amount
     }
-
     save_transaction(entry)
     print(f"✅ {trans_type.capitalize()} of ₹{amount:.2f} added under '{category.capitalize()}'.")
 
-
 def view_summary():
     """Show total income, expenses, and current balance."""
     transactions = load_transactions()
@@ -87,8 +124,16 @@ def view_summary():
         print("\n📭 No transactions found.")
         return
 
-    total_income = sum(t["amount"] for t in transactions if t["type"] == "income")
-    total_expense = sum(t["amount"] for t in transactions if t["type"] == "expense")
+    total_income = sum(
+        (t["amount"] for t in transactions if t["type"] == "income"),
+        Decimal("0.00")
+    )
+
+    total_expense = sum(
+        (t["amount"] for t in transactions if t["type"] == "expense"),
+        Decimal("0.00")
+    )
+
     balance = total_income - total_expense
 
     print("\n" + "═" * 35)
@@ -101,7 +146,6 @@ def view_summary():
     print(f"  {balance_label}  : ₹{abs(balance):>10.2f}")
     print("═" * 35)
 
-
 def view_category_summary():
     """Show spending/income broken down by category."""
     transactions = load_transactions()
@@ -110,8 +154,8 @@ def view_category_summary():
         print("\n📭 No transactions found.")
         return
 
-    income_by_cat = defaultdict(float)
-    expense_by_cat = defaultdict(float)
+    income_by_cat = defaultdict(lambda: Decimal("0.00"))
+    expense_by_cat = defaultdict(lambda: Decimal("0.00"))
 
     for t in transactions:
         if t["type"] == "income":
@@ -135,7 +179,6 @@ def view_category_summary():
 
     print("═" * 35)
 
-
 def view_all_transactions():
     """Display all recorded transactions."""
     transactions = load_transactions()
@@ -145,19 +188,18 @@ def view_all_transactions():
         return
 
     print("\n" + "═" * 70)
-    print(f"  {'DATE':<17} {'TYPE':<10} {'CATEGORY':<15} {'DESCRIPTION':<15} {'AMOUNT':>8}")
+    print(f"  {'ID':<4} {'DATE':<17} {'TYPE':<10} {'CATEGORY':<15} {'DESCRIPTION':<15} {'AMOUNT':>8}")
     print("─" * 70)
 
     for t in transactions:
         symbol = "+" if t["type"] == "income" else "-"
         print(
-            f"  {t['date']:<17} {t['type']:<10} {t['category']:<15} "
+            f"  {t['id']:<4} {t['date']:<17} {t['type']:<10} {t['category']:<15} "
             f"{t['description'][:14]:<15} {symbol}₹{t['amount']:>7.2f}"
         )
 
     print("═" * 70)
 
-
 def delete_all_transactions():
     """Clear all transaction data after confirmation."""
     confirm = input("\n⚠️  Are you sure you want to delete ALL data? (yes/no): ").strip().lower()
@@ -169,6 +211,84 @@ def delete_all_transactions():
     else:
         print("❌ Cancelled.")
 
+def edit_transaction():
+    """Edit a transaction, updating in-place."""
+    transactions = load_transactions()
+    if not transactions:
+        print("\n📭 No transactions to edit.")
+        return
+
+    print("\nSelect a transaction to edit by ID:")
+    for t in transactions:
+        print(f"  {t['id']}: {t['date']} | {t['type']} | {t['category']} | {t['description']} | ₹{t['amount']:.2f}")
+
+    try:
+        trans_id_input = input("Enter Transaction ID: ").strip()
+        trans_id = int(trans_id_input)
+    except ValueError:
+        print("❌ Invalid ID.")
+        return
+
+    transaction = get_transaction_by_id(transactions, trans_id)
+    if not transaction:
+        print("❌ Transaction ID not found.")
+        return
+
+    new_type_input = input(f"Type [{transaction['type']}] (income/expense): ").strip().lower()
+    if new_type_input:
+        if new_type_input not in ("income", "expense"):
+            print("❌ Invalid type.")
+            return
+        transaction["type"] = new_type_input
+
+    new_category = input(f"Category [{transaction['category']}]: ").strip()
+    if new_category:
+        transaction['category'] = new_category.capitalize()
+
+    new_description = input(f"Description [{transaction['description']}]: ").strip()
+    if new_description:
+        transaction['description'] = new_description
+
+    new_amount_str = input(f"Amount (₹) [{transaction['amount']}]: ").strip()
+    if new_amount_str:
+        try:
+            new_amount = Decimal(new_amount_str).quantize(Decimal("0.01"))
+            if new_amount <= Decimal("0.00"):
+                print("❌ Amount must be greater than 0.")
+                return
+            transaction['amount'] = new_amount
+        except (InvalidOperation, ValueError):
+            print("❌ Invalid amount.")
+            return
+
+    save_transactions(transactions)
+    print("✅ Transaction updated successfully.")
+
+def delete_transaction():
+    """Delete a specific transaction by ID."""
+    transactions = load_transactions()
+    if not transactions:
+        print("\n📭 No transactions to delete.")
+        return
+
+    print("\nSelect a transaction to delete by ID:")
+    for t in transactions:
+        print(f"  {t['id']}: {t['date']} | {t['type']} | {t['category']} | {t['description']} | ₹{t['amount']:.2f}")
+
+    try:
+        trans_id_input = input("Enter Transaction ID: ").strip()
+        trans_id = int(trans_id_input)
+    except ValueError:
+        print("❌ Invalid ID.")
+        return
+
+    new_transactions = [t for t in transactions if t["id"] != trans_id]
+    if len(new_transactions) == len(transactions):
+        print("❌ Transaction ID not found.")
+        return
+
+    save_transactions(new_transactions)
+    print("🗑️  Transaction deleted.")
 
 # ─────────────────────────────────────────────
 # MAIN MENU
@@ -183,18 +303,19 @@ def print_menu():
     print("  3. 📋 View All Transactions")
     print("  4. 📊 View Summary")
     print("  5. 🗂️  Category-wise Breakdown")
-    print("  6. 🗑️  Clear All Data")
-    print("  7. 🚪 Exit")
+    print("  6. ✏️ Edit a Transaction")
+    print("  7. 🗑️ Delete a Transaction")
+    print("  8. 🗑️ Clear All Data")
+    print("  9. 🚪 Exit")
     print("═" * 35)
 
-
 def main():
     initialize_file()
     print("\n👋 Welcome to Budget Tracker!")
 
     while True:
         print_menu()
-        choice = input("  Enter your choice (1-7): ").strip()
+        choice = input("  Enter your choice (1-9): ").strip()
 
         if choice == "1":
             add_transaction("income")
@@ -207,13 +328,16 @@ def main():
         elif choice == "5":
             view_category_summary()
         elif choice == "6":
-            delete_all_transactions()
+            edit_transaction()
         elif choice == "7":
+            delete_transaction()
+        elif choice == "8":
+            delete_all_transactions()
+        elif choice == "9":
             print("\n👋 Goodbye! Keep tracking your budget. 💸\n")
             break
         else:
-            print("❌ Invalid choice. Please enter a number between 1 and 7.")
-
+            print("❌ Invalid choice. Please enter a number between 1 and 9.")
 
 if __name__ == "__main__":
-    main()
+    main()