Enhance PDF Report with Detailed Financial Summary and Dynamic Plot Inclusion #114

software/database.sql

@@ -0,0 +1,52 @@
+-- Create the database if it does not exist
+CREATE DATABASE IF NOT EXISTS finance_data;
+USE finance_data;
+
+-- Create the users table if it does not exist
+CREATE TABLE IF NOT EXISTS users (
+    user_id INT AUTO_INCREMENT PRIMARY KEY,
+    username VARCHAR(50) NOT NULL,
+    email VARCHAR(100) NOT NULL
+);
+
+-- Create the income table if it does not exist
+CREATE TABLE IF NOT EXISTS income (
+    income_id INT AUTO_INCREMENT PRIMARY KEY,
+    user_id INT,
+    income_source VARCHAR(50),
+    amount DECIMAL(10, 2),
+    date_received DATE,
+    FOREIGN KEY (user_id) REFERENCES users(user_id)
+);
+
+-- Insert users data
+INSERT INTO users (username, email)
+VALUES
+    ('JohnDoe', 'john.doe@example.com'),
+    ('JaneSmith', 'jane.smith@example.com'),
+    ('AliceBrown', 'alice.brown@example.com');
+
+-- Insert income data for users (no IF EXISTS directly allowed, so we assume user_id mapping is correct)
+-- For JohnDoe (user_id = 1)
+INSERT INTO income (user_id, income_source, amount, date_received)
+VALUES
+    (1, 'Salary', 1200.00, '2024-10-01'),
+    (1, 'Salary', 1300.00, '2024-09-01'),
+    (1, 'Investments', 300.00, '2024-09-10'),
+    (1, 'Freelancing', 450.00, '2024-09-15');
+
+-- For JaneSmith (user_id = 2)
+INSERT INTO income (user_id, income_source, amount, date_received)
+VALUES
+    (2, 'Salary', 1100.00, '2024-10-01'),
+    (2, 'Salary', 1150.00, '2024-09-01'),
+    (2, 'Investments', 200.00, '2024-09-12'),
+    (2, 'Freelancing', 350.00, '2024-09-18');
+
+-- For AliceBrown (user_id = 3)
+INSERT INTO income (user_id, income_source, amount, date_received)
+VALUES
+    (3, 'Salary', 1400.00, '2024-10-01'),
+    (3, 'Salary', 1350.00, '2024-09-01'),
+    (3, 'Investments', 400.00, '2024-09-05'),
+    (3, 'Freelancing', 500.00, '2024-09-20');

software/report.py

@@ -1,20 +1,140 @@
-import fpdf
-import matplotlib
-from matplotlib import pyplot as plt
-from datetime import datetime, timedelta,date
-
-def save(u_name,total):
-    #=================================================Designing and saving report PDF
-    pdf = fpdf.FPDF()
+import mysql.connector
+from fpdf import FPDF
+import matplotlib.pyplot as plt
+from datetime import date
+import os
+import seaborn as sns
+
+
+# Connect to MySQL database
+def fetch_data_from_db(username):
+    connection = mysql.connector.connect(
+        host="localhost",
+        user="root",
+        password="ananyavastare2345",
+        database="finance_data",
+    )
+    cursor = connection.cursor(dictionary=True)
+
+    try:
+        # Fetch user data
+        cursor.execute("SELECT user_id FROM users WHERE username = %s", (username,))
+        user = cursor.fetchone()
+
+        if user:
+            user_id = user["user_id"]
+
+            # Ensure all results are fetched or cleared before running the next query
+            cursor.fetchall()  # Add this to avoid unread results
+
+            # Fetch income data for the user
+            cursor.execute(
+                """
+                SELECT income_source, amount, date_received 
+                FROM income 
+                WHERE user_id = %s
+            """,
+                (user_id,),
+            )
+            income_data = cursor.fetchall()
+
+            # Organize data by income source
+            data_by_source = {}
+            for row in income_data:
+                source = row["income_source"]
+                if source not in data_by_source:
+                    data_by_source[source] = {"dates": [], "amounts": []}
+                data_by_source[source]["dates"].append(row["date_received"])
+                data_by_source[source]["amounts"].append(row["amount"])
+
+            return data_by_source
+        else:
+            print(f"User {username} not found.")
+            return None
+
+    except mysql.connector.Error as err:
+        print(f"Error: {err}")
+    finally:
+        cursor.close()  # Close the cursor
+        connection.close()  # Close the connection
+
+
+# Function to create a combined pie and line chart for the income data
+def create_combined_chart(income_data, plot_path="combined_plot.png"):
+    labels = list(income_data.keys())
+    amounts = [sum(data["amounts"]) for data in income_data.values()]
+    colors = sns.color_palette("pastel", len(labels))
+
+    fig, axs = plt.subplots(1, 2, figsize=(15, 6))
+
+    # Create Pie chart to show income distribution
+    axs[0].pie(
+        amounts,
+        labels=labels,
+        autopct="%1.1f%%",
+        startangle=140,
+        colors=colors,
+        shadow=True,
+    )
+    axs[0].set_title("Income Sources Distribution")
+    axs[0].axis("equal")
+
+    # Create Line chart to show income amounts over time
+    for label, values in income_data.items():
+        axs[1].plot(
+            values["dates"],
+            values["amounts"],
+            marker="o",
+            linestyle="-",
+            linewidth=2,
+            label=label,
+        )
+    axs[1].set_title("Income Sources Over Time")
+    axs[1].set_xlabel("Date")
+    axs[1].set_ylabel("Amount ($)")
+    axs[1].grid(True)
+    axs[1].legend(loc="upper left")
+
+    # Adjust layout and save the combined plot
+    plt.tight_layout()
+    plt.savefig(plot_path)
+    plt.close()
+
+
+# Function to save the financial report as a PDF
+def save_report(u_name, plot_path="combined_plot.png"):
+    pdf = FPDF()
     pdf.add_page()
     pdf.set_font("Times", size=12)
-    pdf.set_fill_color(0, 0, 0)
-    pdf.set_text_color(255,255,255)
-    #pdf.cell(200, 40,'Colored cell', 0, 1, 'C',)
-    pdf.cell(200, 10, txt="Personal Finance Tracker & Data Visualization Software", ln=1, align="C", fill=True)
-    pdf.cell(200, 10, txt="Date: {}".format(date.today()), ln=1, align="L", fill=True)
-    pdf.cell(200, 10, txt="\n\nTotal={}".format(total), ln=1, align="L", fill=True)
-    pdf.image('plot.png', x = None, y = None, w = 190, h = 120, type = '', link = 'plot.png')
-    pdf.cell(200, 20, txt="-Tejas, Ojas & Nandana :)", ln=1, align="R", fill=True)
-    pdf.output("{}-{}.pdf".format(u_name.title(),date.today()))
-    print("File name: {}-{}.pdf".format(u_name.title(),date.today()))
+
+    # Add title and user details to the PDF
+    pdf.cell(200, 10, txt="Dataverse Financial Report", ln=1, align="C")
+    pdf.cell(200, 10, txt="Date: {}".format(date.today()), ln=1, align="L")
+    pdf.cell(200, 10, txt="User: {}".format(u_name), ln=1, align="L")
+
+    # Add the combined plot image if it exists
+    if os.path.exists(plot_path):
+        pdf.image(plot_path, x=10, y=40, w=190, h=120)
+
+    # Save the PDF file with a dynamic name (username and current date)
+    pdf_file_name = f"{u_name}-{date.today()}-Dataverse.pdf"
+    pdf.output(pdf_file_name)
+    print(f"PDF saved as: {pdf_file_name}")
+
+
+# Main function to run the report generation
+def main():
+    username = input("Enter the username:")  # Get the username input from the user
+    income_data = fetch_data_from_db(username)
+
+    if income_data:
+        # Create charts from the fetched income data
+        create_combined_chart(income_data)
+
+        # Generate and save the PDF report
+        save_report(username)
+
+
+# Run the main function when the script is executed
+if __name__ == "__main__":
+    main()