db_transactions.py

import csv
from pymongo import MongoClient

# connect to MongoDB atlas
client = MongoClient('mongodb+srv://Desis:Desis@cluster0.4qlek3x.mongodb.net/?retryWrites=true&w=majority')
db = client['Desis']
user_data_collection = db['Desis']

# dictionary to store user data
user_data = {
    "user": 'user_1', 
    "Important": {},
    "Non-important": {},
    "Essential": {},
    "Non-Essential": {},
    "Global Balance": 0,
}

# read csv file and populate user_data dictionary
with open('dummydata1.csv', mode='r') as csv_file:
    csv_reader = csv.DictReader(csv_file)
    for row in csv_reader:
        transaction = {
            "Txn Date": row['Txn Date'],
            "Description": row['Description'],
            "Transfer To/From": row['Transfer To/From'],
            "Ref No./Cheque No.": row['Ref No./Cheque No.'],
            "Debit": float(row['Debit']),
            "Credit": float(row['Credit']),
            "Balance": float(row['Balance'])
        }
        category = row['Class']
        ref_no = row['Ref No./Cheque No.']
        if ref_no != '':
                user_data[category][ref_no] = transaction

            # update category balance
        user_data[category]["Balance"] = user_data[category].get("Balance", 0) - transaction["Debit"] + transaction["Credit"]
            
            # update global balance
        user_data["Global Balance"] += -transaction["Debit"] + transaction["Credit"]


# insert user data into MongoDB
user_data_collection.insert_one(user_data)