mirror of
https://github.com/etianwang/bank-statement-generator.git
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749 lines
29 KiB
Python
749 lines
29 KiB
Python
#!/usr/bin/env python3
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"""
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Monzo Bank Statement Generator
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Pixel-perfect replica with editable fields and transaction management
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"""
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import sys
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import os
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from datetime import datetime, date
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from PyQt6.QtWidgets import (
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QApplication, QMainWindow, QWidget, QVBoxLayout, QHBoxLayout,
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QLabel, QLineEdit, QPushButton, QTableWidget, QTableWidgetItem,
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QFileDialog, QMessageBox, QGroupBox, QDateEdit, QDateTimeEdit,
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QHeaderView, QComboBox, QFrame, QScrollArea, QSplitter, QSpinBox,
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QDoubleSpinBox
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)
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from PyQt6.QtCore import Qt, QDate, QDateTime
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from PyQt6.QtGui import QFont, QColor, QPalette
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from reportlab.lib.pagesizes import letter
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from reportlab.pdfgen import canvas
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from reportlab.lib.utils import ImageReader
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from reportlab.pdfbase import pdfmetrics
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from reportlab.pdfbase.ttfonts import TTFont
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import io
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# ── PDF page dimensions (points, same as original) ──────────────────────────
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PAGE_W, PAGE_H = 612, 792
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LOGO_PATH = os.path.join(os.path.dirname(os.path.abspath(__file__)), "monzo_logo.png")
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def hex2rgb(h):
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h = h.lstrip("#")
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return tuple(int(h[i:i+2], 16) / 255 for i in (0, 2, 4))
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# ── Font registration ─────────────────────────────────────────────────────────
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def _register_fonts():
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from reportlab.pdfbase import pdfmetrics
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from reportlab.pdfbase.ttfonts import TTFont
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# Script directory — fonts are bundled alongside the .py file
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BASE = os.path.dirname(os.path.abspath(__file__))
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# Prefer bundled fonts (work on all platforms)
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# Fall back to system paths on Linux/macOS if bundles are missing
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candidates = {
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"CarlitoBold": [
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os.path.join(BASE, "Carlito-Bold.ttf"),
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"/usr/share/fonts/truetype/crosextra/Carlito-Bold.ttf",
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],
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"Carlito": [
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os.path.join(BASE, "Carlito-Regular.ttf"),
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"/usr/share/fonts/truetype/crosextra/Carlito-Regular.ttf",
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],
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"LibSans": [
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os.path.join(BASE, "LiberationSans-Regular.ttf"),
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"/usr/share/fonts/truetype/liberation/LiberationSans-Regular.ttf",
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],
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"LibSansBold": [
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os.path.join(BASE, "LiberationSans-Bold.ttf"),
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"/usr/share/fonts/truetype/liberation/LiberationSans-Bold.ttf",
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],
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}
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for name, paths in candidates.items():
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for path in paths:
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if os.path.exists(path):
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pdfmetrics.registerFont(TTFont(name, path))
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break
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else:
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raise FileNotFoundError(
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f"Font '{name}' not found. Please place the .ttf files "
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f"in the same folder as this script:\n"
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f" Carlito-Bold.ttf, Carlito-Regular.ttf,\n"
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f" LiberationSans-Bold.ttf, LiberationSans-Regular.ttf"
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)
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_register_fonts()
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# ── PDF Generation ───────────────────────────────────────────────────────────
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def generate_pdf(data: dict, output_path: str):
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"""Generate a pixel-perfect Monzo statement PDF."""
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from reportlab.lib.utils import simpleSplit
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c = canvas.Canvas(output_path, pagesize=(PAGE_W, PAGE_H))
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# Helper: convert pdfplumber 'top' coord to ReportLab y
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def y(top): return PAGE_H - top
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# ── Logo ──────────────────────────────────────────────────────────────────
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# Original: x0=59, top=60.35, width=155.25, height=34.7
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if os.path.exists(LOGO_PATH):
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c.drawImage(LOGO_PATH, 59, y(95.05), width=155.25, height=34.7,
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preserveAspectRatio=True)
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# ── "Statement" — Carlito-Bold 18pt, baseline at top=67.0 ────────────────
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c.setFont("CarlitoBold", 18)
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c.setFillColorRGB(0, 0, 0)
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c.drawRightString(552.6, y(85.0), "Statement")
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# ── Date range — LiberationSans-Bold 12pt, top=93.7 ──────────────────────
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c.setFont("LibSansBold", 12)
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c.setFillColorRGB(0, 0, 0)
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c.drawRightString(552.6, y(105.7), f"{data['date_from']} - {data['date_to']}")
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# ── Name — LiberationSans-Bold 10pt, top=121.1 ───────────────────────────
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c.setFont("LibSansBold", 10)
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c.drawString(59.5, y(131.1), data['name'].upper())
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# ── Address — LiberationSans 10pt, first line top=134.6, leading=11.5 ────
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c.setFont("LibSans", 10)
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addr_lines = data['address'].split('\n')
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addr_top = 134.6
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for line in addr_lines:
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c.drawString(59.5, y(addr_top + 10), line)
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addr_top += 11.5
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# ── Right col: £420.75 (total balance) — LibSansBold 10pt, top=121.1 ────
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total_balance = data['total_balance']
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c.setFont("LibSansBold", 10)
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c.drawRightString(552.6, y(131.1), f"\xa3{total_balance:.2f}")
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# "Total balance" — LibSans 10pt, top=134.6
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c.setFont("LibSans", 10)
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c.setFillColorRGB(0, 0, 0)
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c.drawRightString(552.6, y(144.6), "Total balance")
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# "(Including pots)" — LibSans 7pt, top=148.2, gray
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c.setFont("LibSans", 7)
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c.setFillColorRGB(0.6, 0.6, 0.6)
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c.drawRightString(552.6, y(155.2), "(Including pots)")
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c.setFillColorRGB(0, 0, 0)
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# ── £420.75 (balance held with Monzo) — LibSansBold 10pt, top=182.5 ─────
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c.setFont("LibSansBold", 10)
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c.drawRightString(552.6, y(192.5), f"\xa3{total_balance:.2f}")
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# "Balance held with Monzo" — LibSans 7pt, top=196.2
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c.setFont("LibSans", 7)
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c.drawRightString(552.6, y(203.2), "Balance held with Monzo")
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# ── -£273.75 — LiberationSans 14pt, top=222.6 ────────────────────────────
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c.setFont("LibSans", 14)
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c.drawRightString(552.6, y(236.6), f"-\xa3{abs(data['total_outgoings']):.2f}")
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# "Total outgoings" — LibSans 10pt, top=239.0
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c.setFont("LibSans", 10)
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c.drawRightString(552.6, y(249.0), "Total outgoings")
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# ── +£206.09 — Carlito (regular) 14pt, top=266.1 ─────────────────────────
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c.setFont("Carlito", 14)
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c.drawRightString(552.6, y(280.1), f"+\xa3{abs(data['total_incomes']):.2f}")
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# "Total incomes" — LibSans 10pt, top=283.0
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c.setFont("LibSans", 10)
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c.drawRightString(552.6, y(293.0), "Total incomes")
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# ── "Issued on:" — Carlito-Bold 11pt, top=310.2 ──────────────────────────
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c.setFont("CarlitoBold", 11)
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c.setFillColorRGB(0, 0, 0)
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c.drawRightString(552.6, y(321.2), f"Issued on: {data['issued_on']}")
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# ── Separator line — light gray 1.5pt, top=338.15 ────────────────────────
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c.setStrokeColorRGB(0.851, 0.851, 0.851)
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c.setLineWidth(1.5)
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c.line(54, y(338.15), 558, y(338.15))
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# ── Table header — Carlito-Bold 11pt ─────────────────────────────────────
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# "Date" and "Description" sit on the bottom line (top=378.9)
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# "(GBP)" sits on a line above (top≈368), "Amount"/"Balance" on bottom line
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c.setFont("CarlitoBold", 11)
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c.setFillColorRGB(0, 0, 0)
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c.drawString(59.5, y(389.9), "Date")
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c.drawString(149.5, y(389.9), "Description")
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# "(GBP)" label on the line above
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c.drawRightString(449.3, y(378.4), "(GBP)")
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c.drawRightString(552.6, y(378.4), "(GBP)")
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# "Amount" / "Balance" on the bottom line
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c.drawRightString(449.3, y(389.9), "Amount")
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c.drawRightString(552.6, y(389.9), "Balance")
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# Header underline — medium gray 1.5pt, top=393.45
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c.setStrokeColorRGB(0.502, 0.502, 0.502)
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c.setLineWidth(1.5)
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c.line(54, y(393.45), 558, y(393.45))
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# ── Transaction rows ──────────────────────────────────────────────────────
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# Exact row baseline tops from pdfplumber:
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# date col: 400.3, 427.1, 453.9, 480.7 (LibSans 11pt)
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# desc col: 399.6, 426.5, 453.3, 480.1 (LibSans 12pt)
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# amount col: 399.6/425.2, ... (LibSans 12pt / Carlito 14pt for positives)
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# balance col: 399.6, 426.5, ... (LibSans 12pt)
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# Row baseline for date: top=400.3, step=26.8
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DATE_TOP = 400.3
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DESC_TOP = 399.6
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ROW_STEP = 26.8
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transactions = data['transactions']
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for i, txn in enumerate(transactions):
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date_y = y(DATE_TOP + i * ROW_STEP + 11)
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desc_y = y(DESC_TOP + i * ROW_STEP + 12)
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# Date — LibSans 11pt
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c.setFont("LibSans", 11)
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c.setFillColorRGB(0, 0, 0)
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c.drawString(59.5, date_y, txn['date'])
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# Description — LibSans 12pt
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c.setFont("LibSans", 12)
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c.drawString(149.5, desc_y, txn['description'])
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# Amount — LibSans 12pt for negatives, Carlito 14pt for positives
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amount = txn['amount']
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if amount < 0:
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amt_str = f"-{abs(amount):.2f}"
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c.setFont("LibSans", 12)
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c.drawRightString(449.3, desc_y, amt_str)
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else:
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amt_str = f"{amount:.2f}"
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# Carlito 14pt sits slightly higher — match original top=425.2 offset
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carlito_y = y(DESC_TOP + i * ROW_STEP + 14)
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c.setFont("Carlito", 14)
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c.drawRightString(449.3, carlito_y, amt_str)
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# Balance — LibSans 12pt
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c.setFont("LibSans", 12)
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c.drawRightString(552.6, desc_y, f"{txn['balance']:.2f}")
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# Dashed separator — placed at DESC_TOP + i*26.88 + 20.88 (exact from original)
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sep_pt = DESC_TOP + i * ROW_STEP + 20.88
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c.setStrokeColorRGB(0.749, 0.749, 0.749)
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c.setLineWidth(0.5)
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c.setDash([0.5, 1], 0)
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c.line(54, y(sep_pt), 558, y(sep_pt))
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c.setDash([], 0)
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# Extra separator after last row at DESC_TOP + n*26.88 + 20.88
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extra_sep = DESC_TOP + len(transactions) * ROW_STEP + 20.88
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c.setStrokeColorRGB(0.749, 0.749, 0.749)
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c.setLineWidth(0.5)
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c.setDash([0.5, 1], 0)
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c.line(54, y(extra_sep), 558, y(extra_sep))
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c.setDash([], 0)
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# ── Disclaimer — LibSans 9pt, first line top=518.5, leading=10.4 ─────────
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disclaimer = (
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"Monzo Bank Limited (https://monzo.com) is a company registered in England "
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"No. 9446231. Registered Office: 38 Finsbury Square, London, EC 2A 1PX. "
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"Monzo Bank Ltd is authorized by the Prudential Regulation Authority and "
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"regulated by the Financial Conduct Authority and the Prudential Regulation "
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"Authority. Our Financial Services Register number is 730427."
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)
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c.setFont("LibSans", 9)
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c.setFillColorRGB(0, 0, 0)
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# Use the exact line-break positions from the original (width=499pt)
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disc_lines = simpleSplit(disclaimer, "LibSans", 9, 499)
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disc_y = y(518.5 + 9) # baseline = top + font_size
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for line in disc_lines:
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c.drawString(59.5, disc_y, line)
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disc_y -= 10.4
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# ── Page footer — LibSans 9pt, top=702.9 ─────────────────────────────────
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c.setFont("LibSans", 9)
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c.drawRightString(553.4, y(711.9), "Page 1 of 1")
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c.save()
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# ── Patch PDF metadata (CreationDate / ModDate) via pypdf ────────────────
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if data.get('creation_datetime'):
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from pypdf import PdfReader, PdfWriter
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from pypdf.generic import NameObject, create_string_object
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dt = data['creation_datetime']
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tz_offset = dt.utcoffset()
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if tz_offset is None:
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tz_str = "Z"
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else:
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total_secs = int(tz_offset.total_seconds())
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sign = "+" if total_secs >= 0 else "-"
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total_secs = abs(total_secs)
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tz_str = f"{sign}{total_secs//3600:02d}'{(total_secs%3600)//60:02d}'"
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pdf_date = dt.strftime("D:%Y%m%d%H%M%S") + tz_str
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reader = PdfReader(output_path)
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writer = PdfWriter()
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writer.append(reader)
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writer.add_metadata({
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"/CreationDate": pdf_date,
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"/Creator": "Monzo Bank Limited",
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"/Producer": "Monzo Bank Limited",
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})
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# Explicitly remove ModDate so it doesn't appear in file properties
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info = writer._info
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if info and "/ModDate" in info:
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del info.indirect_reference.pdf.objects[info.indirect_reference]
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# Safer approach: overwrite info dict directly
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from pypdf.generic import DictionaryObject, NameObject, create_string_object
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new_info = DictionaryObject()
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new_info[NameObject("/CreationDate")] = create_string_object(pdf_date)
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new_info[NameObject("/Creator")] = create_string_object("Monzo Bank Limited")
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new_info[NameObject("/Producer")] = create_string_object("Monzo Bank Limited")
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writer._info = writer._add_object(new_info)
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import tempfile, shutil
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tmp = output_path + ".tmp"
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with open(tmp, "wb") as f:
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writer.write(f)
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shutil.move(tmp, output_path)
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# ── UI ────────────────────────────────────────────────────────────────────────
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STYLE = """
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QMainWindow { background: #f5f5f5; }
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QGroupBox {
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font-weight: bold;
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font-size: 12px;
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border: 1px solid #ddd;
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border-radius: 6px;
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margin-top: 8px;
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padding-top: 8px;
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background: white;
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}
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QGroupBox::title {
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subcontrol-origin: margin;
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left: 10px;
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padding: 0 4px;
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color: #333;
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}
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QLineEdit, QDateEdit, QDoubleSpinBox, QTextEdit {
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border: 1px solid #ccc;
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border-radius: 4px;
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padding: 4px 8px;
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font-size: 12px;
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background: white;
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}
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QLineEdit:focus, QDateEdit:focus, QDoubleSpinBox:focus, QTextEdit:focus {
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border-color: #e85d2a;
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}
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QPushButton {
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border-radius: 4px;
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padding: 6px 16px;
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font-size: 12px;
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font-weight: bold;
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}
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QPushButton#primary {
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background: #e85d2a;
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color: white;
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border: none;
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}
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QPushButton#primary:hover { background: #d04e1f; }
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QPushButton#secondary {
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background: #f0f0f0;
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color: #333;
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border: 1px solid #ccc;
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}
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QPushButton#secondary:hover { background: #e0e0e0; }
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QPushButton#danger {
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background: #fff0f0;
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color: #cc0000;
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border: 1px solid #ffcccc;
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}
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QPushButton#danger:hover { background: #ffe0e0; }
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QTableWidget {
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border: 1px solid #ddd;
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border-radius: 4px;
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font-size: 12px;
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background: white;
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gridline-color: #eee;
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}
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QTableWidget::item { padding: 4px 8px; }
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QHeaderView::section {
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background: #f8f8f8;
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border: none;
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border-bottom: 1px solid #ddd;
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padding: 6px 8px;
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font-weight: bold;
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font-size: 11px;
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}
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QLabel#sectionLabel {
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font-size: 11px;
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color: #666;
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}
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"""
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class MonzoGenerator(QMainWindow):
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def __init__(self):
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super().__init__()
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self.setWindowTitle("Monzo Statement Generator")
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self.setMinimumSize(860, 700)
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self.resize(960, 780)
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self.setStyleSheet(STYLE)
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self._build_ui()
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self._load_defaults()
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def _build_ui(self):
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central = QWidget()
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self.setCentralWidget(central)
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root = QVBoxLayout(central)
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root.setContentsMargins(16, 16, 16, 16)
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root.setSpacing(12)
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# Title bar
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title_row = QHBoxLayout()
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icon_lbl = QLabel("🏦")
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icon_lbl.setFont(QFont("", 20))
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title_lbl = QLabel("Monzo Statement Generator")
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title_lbl.setFont(QFont("", 16, QFont.Weight.Bold))
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title_row.addWidget(icon_lbl)
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title_row.addWidget(title_lbl)
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title_row.addStretch()
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gen_btn = QPushButton("⬇ Generate PDF")
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gen_btn.setObjectName("primary")
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gen_btn.setFixedHeight(36)
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gen_btn.clicked.connect(self._generate)
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title_row.addWidget(gen_btn)
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root.addLayout(title_row)
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# Two-column layout
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splitter = QSplitter(Qt.Orientation.Horizontal)
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root.addWidget(splitter)
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# Left panel
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||
left = QWidget()
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left_layout = QVBoxLayout(left)
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left_layout.setContentsMargins(0, 0, 8, 0)
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left_layout.setSpacing(10)
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splitter.addWidget(left)
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# ── Personal Info ────────────────────────────────────────────────────
|
||
info_box = QGroupBox("Personal Information")
|
||
info_form = QVBoxLayout(info_box)
|
||
info_form.setSpacing(8)
|
||
|
||
def field_row(label, widget):
|
||
row = QHBoxLayout()
|
||
lbl = QLabel(label)
|
||
lbl.setObjectName("sectionLabel")
|
||
lbl.setFixedWidth(90)
|
||
row.addWidget(lbl)
|
||
row.addWidget(widget)
|
||
return row
|
||
|
||
self.name_edit = QLineEdit()
|
||
self.name_edit.setPlaceholderText("e.g. JOHN SMITH")
|
||
info_form.addLayout(field_row("Full Name:", self.name_edit))
|
||
|
||
# Multi-line address — press Enter for each new line
|
||
addr_row = QHBoxLayout()
|
||
addr_lbl = QLabel("Address:")
|
||
addr_lbl.setObjectName("sectionLabel")
|
||
addr_lbl.setFixedWidth(90)
|
||
addr_lbl.setAlignment(Qt.AlignmentFlag.AlignTop)
|
||
addr_lbl.setContentsMargins(0, 4, 0, 0)
|
||
from PyQt6.QtWidgets import QTextEdit
|
||
self.address_edit = QTextEdit()
|
||
self.address_edit.setPlaceholderText(
|
||
"One line per row, e.g.:\n123 High Street\nLondon, EC1A 1BB\nUnited Kingdom"
|
||
)
|
||
self.address_edit.setFixedHeight(80)
|
||
self.address_edit.setAcceptRichText(False)
|
||
addr_row.addWidget(addr_lbl)
|
||
addr_row.addWidget(self.address_edit)
|
||
info_form.addLayout(addr_row)
|
||
|
||
left_layout.addWidget(info_box)
|
||
|
||
# ── Date Info ────────────────────────────────────────────────────────
|
||
date_box = QGroupBox("Statement Dates")
|
||
date_form = QVBoxLayout(date_box)
|
||
date_form.setSpacing(8)
|
||
|
||
self.date_from = QDateEdit()
|
||
self.date_from.setCalendarPopup(True)
|
||
self.date_from.setDisplayFormat("MMM d, yyyy")
|
||
date_form.addLayout(field_row("From:", self.date_from))
|
||
|
||
self.date_to = QDateEdit()
|
||
self.date_to.setCalendarPopup(True)
|
||
self.date_to.setDisplayFormat("MMM d, yyyy")
|
||
date_form.addLayout(field_row("To:", self.date_to))
|
||
|
||
self.issued_on = QDateEdit()
|
||
self.issued_on.setCalendarPopup(True)
|
||
self.issued_on.setDisplayFormat("MMM d, yyyy")
|
||
date_form.addLayout(field_row("Issued On:", self.issued_on))
|
||
|
||
# PDF metadata CreationDate
|
||
sep = QFrame()
|
||
sep.setFrameShape(QFrame.Shape.HLine)
|
||
sep.setStyleSheet("color: #eee;")
|
||
date_form.addWidget(sep)
|
||
|
||
meta_lbl = QLabel("PDF File Metadata")
|
||
meta_lbl.setObjectName("sectionLabel")
|
||
meta_lbl.setStyleSheet("font-weight: bold; color: #555; padding: 2px 0;")
|
||
date_form.addWidget(meta_lbl)
|
||
|
||
self.creation_datetime = QDateTimeEdit()
|
||
self.creation_datetime.setCalendarPopup(True)
|
||
self.creation_datetime.setDisplayFormat("yyyy-MM-dd HH:mm:ss")
|
||
self.creation_datetime.setDateTime(QDateTime.currentDateTime())
|
||
date_form.addLayout(field_row("CreationDate:", self.creation_datetime))
|
||
|
||
left_layout.addWidget(date_box)
|
||
|
||
# ── Summary figures (auto or override) ───────────────────────────────
|
||
summary_box = QGroupBox("Statement Summary (auto-calculated)")
|
||
summary_layout = QVBoxLayout(summary_box)
|
||
summary_layout.setSpacing(8)
|
||
|
||
self.lbl_total_balance = QLabel("Total Balance (incl. pots): £0.00")
|
||
self.lbl_total_balance.setFont(QFont("", 11, QFont.Weight.Bold))
|
||
self.lbl_outgoings = QLabel("Total Outgoings: £0.00")
|
||
self.lbl_incomes = QLabel("Total Incomes: £0.00")
|
||
summary_layout.addWidget(self.lbl_total_balance)
|
||
summary_layout.addWidget(self.lbl_outgoings)
|
||
summary_layout.addWidget(self.lbl_incomes)
|
||
|
||
note = QLabel("ℹ Balance is calculated by replaying transactions from opening balance.")
|
||
note.setObjectName("sectionLabel")
|
||
note.setWordWrap(True)
|
||
summary_layout.addWidget(note)
|
||
|
||
self.opening_balance = QDoubleSpinBox()
|
||
self.opening_balance.setRange(-999999, 999999)
|
||
self.opening_balance.setDecimals(2)
|
||
self.opening_balance.setPrefix("£")
|
||
self.opening_balance.valueChanged.connect(self._recalculate)
|
||
summary_layout.addLayout(field_row("Opening Bal.:", self.opening_balance))
|
||
|
||
left_layout.addWidget(summary_box)
|
||
left_layout.addStretch()
|
||
|
||
# Right panel – Transactions
|
||
right = QWidget()
|
||
right_layout = QVBoxLayout(right)
|
||
right_layout.setContentsMargins(8, 0, 0, 0)
|
||
right_layout.setSpacing(8)
|
||
splitter.addWidget(right)
|
||
|
||
txn_label = QLabel("Transactions")
|
||
txn_label.setFont(QFont("", 13, QFont.Weight.Bold))
|
||
right_layout.addWidget(txn_label)
|
||
|
||
# Toolbar
|
||
toolbar = QHBoxLayout()
|
||
add_btn = QPushButton("＋ Add Row")
|
||
add_btn.setObjectName("secondary")
|
||
add_btn.clicked.connect(self._add_row)
|
||
del_btn = QPushButton("✕ Delete Selected")
|
||
del_btn.setObjectName("danger")
|
||
del_btn.clicked.connect(self._delete_selected)
|
||
up_btn = QPushButton("▲")
|
||
up_btn.setObjectName("secondary")
|
||
up_btn.setFixedWidth(36)
|
||
up_btn.clicked.connect(self._move_up)
|
||
dn_btn = QPushButton("▼")
|
||
dn_btn.setObjectName("secondary")
|
||
dn_btn.setFixedWidth(36)
|
||
dn_btn.clicked.connect(self._move_down)
|
||
toolbar.addWidget(add_btn)
|
||
toolbar.addWidget(del_btn)
|
||
toolbar.addWidget(up_btn)
|
||
toolbar.addWidget(dn_btn)
|
||
toolbar.addStretch()
|
||
right_layout.addLayout(toolbar)
|
||
|
||
# Table
|
||
self.table = QTableWidget(0, 3)
|
||
self.table.setHorizontalHeaderLabels(["Date", "Description", "Amount (£)"])
|
||
self.table.horizontalHeader().setSectionResizeMode(0, QHeaderView.ResizeMode.ResizeToContents)
|
||
self.table.horizontalHeader().setSectionResizeMode(1, QHeaderView.ResizeMode.Stretch)
|
||
self.table.horizontalHeader().setSectionResizeMode(2, QHeaderView.ResizeMode.ResizeToContents)
|
||
self.table.setSelectionBehavior(QTableWidget.SelectionBehavior.SelectRows)
|
||
self.table.setAlternatingRowColors(True)
|
||
self.table.itemChanged.connect(self._recalculate)
|
||
right_layout.addWidget(self.table)
|
||
|
||
hint = QLabel("Amount: positive = income (e.g. 71.70), negative = outgoing (e.g. -134.03)")
|
||
hint.setObjectName("sectionLabel")
|
||
right_layout.addWidget(hint)
|
||
|
||
splitter.setSizes([340, 580])
|
||
|
||
def _load_defaults(self):
|
||
self.name_edit.setText("John Smith")
|
||
self.address_edit.setPlainText("2 Upper Gilmore Terrace\nEdinburgh\nEH3 9NN\nUnited Kingdom")
|
||
self.date_from.setDate(QDate(2026, 5, 1))
|
||
self.date_to.setDate(QDate(2026, 5, 31))
|
||
self.issued_on.setDate(QDate(2026, 5, 31))
|
||
self.creation_datetime.setDateTime(QDateTime(QDate(2026, 5, 31), self.creation_datetime.time()))
|
||
|
||
self.opening_balance.setValue(488.41)
|
||
|
||
default_txns = [
|
||
("16/05/2026", "Transfer to Savings Pot", -134.03),
|
||
("19/05/2026", "Transfer from Savings Pot", 71.70),
|
||
("21/05/2026", "Transfer from Savings Pot", 134.39),
|
||
("24/05/2026", "Transfer to Savings Pot", -139.72),
|
||
]
|
||
for d, desc, amt in default_txns:
|
||
self._add_row(d, desc, str(amt))
|
||
self._recalculate()
|
||
|
||
def _add_row(self, date="", desc="", amount=""):
|
||
row = self.table.rowCount()
|
||
self.table.insertRow(row)
|
||
self.table.setItem(row, 0, QTableWidgetItem(date or "01/06/2026"))
|
||
self.table.setItem(row, 1, QTableWidgetItem(desc or "Transfer"))
|
||
self.table.setItem(row, 2, QTableWidgetItem(amount or "0.00"))
|
||
self.table.scrollToBottom()
|
||
|
||
def _delete_selected(self):
|
||
rows = sorted(set(i.row() for i in self.table.selectedItems()), reverse=True)
|
||
for row in rows:
|
||
self.table.removeRow(row)
|
||
self._recalculate()
|
||
|
||
def _move_up(self):
|
||
row = self.table.currentRow()
|
||
if row > 0:
|
||
self._swap_rows(row, row - 1)
|
||
self.table.selectRow(row - 1)
|
||
|
||
def _move_down(self):
|
||
row = self.table.currentRow()
|
||
if row < self.table.rowCount() - 1:
|
||
self._swap_rows(row, row + 1)
|
||
self.table.selectRow(row + 1)
|
||
|
||
def _swap_rows(self, r1, r2):
|
||
for col in range(3):
|
||
a = self.table.item(r1, col)
|
||
b = self.table.item(r2, col)
|
||
ta = a.text() if a else ""
|
||
tb = b.text() if b else ""
|
||
self.table.setItem(r1, col, QTableWidgetItem(tb))
|
||
self.table.setItem(r2, col, QTableWidgetItem(ta))
|
||
self._recalculate()
|
||
|
||
def _recalculate(self):
|
||
opening = self.opening_balance.value()
|
||
balance = opening
|
||
total_in = 0.0
|
||
total_out = 0.0
|
||
|
||
for row in range(self.table.rowCount()):
|
||
item = self.table.item(row, 2)
|
||
try:
|
||
amt = float(item.text()) if item else 0.0
|
||
except ValueError:
|
||
amt = 0.0
|
||
balance += amt
|
||
if amt >= 0:
|
||
total_in += amt
|
||
else:
|
||
total_out += abs(amt)
|
||
|
||
self.lbl_total_balance.setText(f"Total Balance (incl. pots): £{balance:.2f}")
|
||
self.lbl_outgoings.setText(f"Total Outgoings: £{total_out:.2f}")
|
||
self.lbl_incomes.setText(f"Total Incomes: £{total_in:.2f}")
|
||
|
||
def _get_data(self):
|
||
opening = self.opening_balance.value()
|
||
balance = opening
|
||
total_in = 0.0
|
||
total_out = 0.0
|
||
transactions = []
|
||
|
||
for row in range(self.table.rowCount()):
|
||
date_item = self.table.item(row, 0)
|
||
desc_item = self.table.item(row, 1)
|
||
amt_item = self.table.item(row, 2)
|
||
date_str = date_item.text() if date_item else ""
|
||
desc_str = desc_item.text() if desc_item else ""
|
||
try:
|
||
amt = float(amt_item.text()) if amt_item else 0.0
|
||
except ValueError:
|
||
amt = 0.0
|
||
balance += amt
|
||
if amt >= 0:
|
||
total_in += amt
|
||
else:
|
||
total_out += abs(amt)
|
||
transactions.append({"date": date_str, "description": desc_str,
|
||
"amount": amt, "balance": round(balance, 2)})
|
||
|
||
def fmt_date_numeric(qd: QDate):
|
||
# DD/MM/YYYY for the statement date range header
|
||
d = qd.toPyDate()
|
||
return d.strftime("%d/%m/%Y")
|
||
|
||
def fmt_date_text(qd: QDate):
|
||
# "Jul 31, 2026" for "Issued on:" line
|
||
d = qd.toPyDate()
|
||
return d.strftime("%b ") + str(d.day) + d.strftime(", %Y")
|
||
|
||
address = self.address_edit.toPlainText().strip()
|
||
|
||
return {
|
||
"name": self.name_edit.text().strip() or "UNKNOWN",
|
||
"address": address,
|
||
"date_from": fmt_date_numeric(self.date_from.date()),
|
||
"date_to": fmt_date_numeric(self.date_to.date()),
|
||
"issued_on": fmt_date_text(self.issued_on.date()),
|
||
"total_balance": round(balance, 2),
|
||
"total_outgoings": round(total_out, 2),
|
||
"total_incomes": round(total_in, 2),
|
||
"transactions": transactions,
|
||
"creation_datetime": self.creation_datetime.dateTime().toPyDateTime(),
|
||
}
|
||
|
||
def _generate(self):
|
||
if self.table.rowCount() == 0:
|
||
QMessageBox.warning(self, "No Transactions", "Please add at least one transaction.")
|
||
return
|
||
|
||
# Default save location: user's Desktop (works on Windows/Linux/macOS)
|
||
import pathlib
|
||
default_dir = str(pathlib.Path.home() / "Desktop")
|
||
default_path = os.path.join(default_dir, "Monzo_Statement.pdf")
|
||
|
||
path, _ = QFileDialog.getSaveFileName(
|
||
self, "Save PDF", default_path, "PDF Files (*.pdf)"
|
||
)
|
||
if not path:
|
||
return
|
||
|
||
try:
|
||
data = self._get_data()
|
||
generate_pdf(data, path)
|
||
QMessageBox.information(self, "Success",
|
||
f"Statement saved to:\n{path}")
|
||
except PermissionError:
|
||
QMessageBox.critical(self, "Permission Denied",
|
||
f"Cannot write to:\n{path}\n\n"
|
||
f"Please choose a different location (e.g. Desktop or Documents).")
|
||
except Exception as e:
|
||
QMessageBox.critical(self, "Error", f"Failed to generate PDF:\n{e}")
|
||
raise
|
||
|
||
|
||
if __name__ == "__main__":
|
||
app = QApplication(sys.argv)
|
||
app.setStyle("Fusion")
|
||
win = MonzoGenerator()
|
||
win.show()
|
||
sys.exit(app.exec()) |