YNAB: Clone Budget

categories.json

{"categories": {
  "Pflicht": {
    "Miete": 500.00,
    "Krankenversicherung": 0.00,
    "Lebensmittel": 0.00
  },
  "Projekte": {
    "Notfall": 2000
  },
  "Realität": {
    "Tanken": 0.00,
    "Drogerie/Kosmetik": 0.00,
    "Essen gehen": 0.00,
    "Ausgehen": 0.00,
    "Sport": 0.00,
    "Gesundheit": 0.00,
    "Kleidung": 0.00,
    "Wartung Auto": 0.00,
    "Küche/Bad": 0.00,
    "Haushalt": 0.00
  },
  "Luxus": {
    "2018 Urlaub": 0.00,
    "2020 Auto [5000 €]": 0.00,
    "Spielgeld": 0.00
  }
}}

clone.py

import json
import logging

import io

from ynabclient.YnabClient import YnabClient
from pynYNAB.schema.budget import Transaction, Payee, MasterCategory, SubCategory

import settings

logger = logging.getLogger(__name__)


def remove_master_categories(y, categories, expected_delta=0):
    for c in categories:
        if categories[c].internal_name is None:
            logging.info('Removing {}'.format(c))
            y.client.budget.be_master_categories.remove(categories[c])
            expected_delta += 1

    y.client.push(expected_delta)


def remove_sub_categories(y, categories, expected_delta=0):
    for c in categories:
        if categories[c].internal_name is None:
            logging.info('Removing {}'.format(c))
            y.client.budget.be_subcategories.remove(categories[c])
            expected_delta += 1

    y.client.push(expected_delta)


def add_categories(y, categories, existing_master_categories=None, existing_sub_categories=None, expected_delta=0):
    if existing_sub_categories is None:
        existing_sub_categories = []
    if existing_master_categories is None:
        existing_master_categories = []

    for master_cat in categories:
        # master
        if master_cat in existing_master_categories:
            if existing_master_categories[master_cat].is_tombstone is True:
                logger.info('{} exists as tombstone. Reactivating...'.format(master_cat))
                master_idx = y.client.budget.be_master_categories.index(existing_master_categories[master_cat])
                y.client.budget.be_master_categories[master_idx].is_tombstone = False
                expected_delta += 1
            else:
                logger.info('{} exists. Ignoring...'.format(master_cat))
            m = [c for c in y.client.budget.be_master_categories if c.name == master_cat and c.is_tombstone == False][0]
        else:
            logger.info('adding {}'.format(master_cat))
            m = MasterCategory(name=master_cat, parent_id=y.client.budget.id, parent=y.client.budget,
                               sortable_index=-10)
            y.client.budget.be_master_categories.append(m)
            expected_delta += 1

        # sub-categories
        for sub_cat in categories[master_cat]:
            if sub_cat in existing_sub_categories:
                if existing_sub_categories[sub_cat].is_tombstone is True:
                    logger.info('{}/{} exists as tombstone. Reactivating...'.format(master_cat, sub_cat))
                    sub_idx = y.client.budget.be_subcategories.index(existing_sub_categories[sub_cat])
                    y.client.budget.be_subcategories[sub_idx].is_tombstone = False
                    expected_delta += 1
                else:
                    logger.info('{}/{} exists. Ignoring...'.format(master_cat, sub_cat))
            else:
                logger.info('adding {}/{}'.format(master_cat, sub_cat))
                y.client.budget.be_subcategories.append(
                    SubCategory(name=sub_cat, parent_id=y.client.budget.id, parent=y.client.budget, target_balance=0,
                                sortable_index=-10,
                                monthly_funding=0, entities_master_category=m, entities_master_category_id=m.id))
                expected_delta += 1

    y.client.push(expected_delta)


def add_accounts():
    pass


def main():
    with io.open('../categories.json', 'r', encoding='utf8') as f:
        categories = json.loads(f.read())['categories']

    logger.info('{}'.format(categories))

    y = YnabClient()
    y.sync()

    existing_master_categories = {p.name: p for p in y.client.budget.be_master_categories}
    existing_sub_categories = {p.name: p for p in y.client.budget.be_subcategories}

    remove_sub_categories(y, existing_sub_categories)
    remove_master_categories(y, existing_master_categories)

    existing_master_categories = {p.name: p for p in y.client.budget.be_master_categories}
    existing_sub_categories = {p.name: p for p in y.client.budget.be_subcategories}

    add_categories(y, categories, existing_master_categories, existing_sub_categories, expected_delta=0)

    add_accounts(y)

if __name__ == '__main__':
    main()