R/Classes/InsightsClass.R

In ravi9884/PersonalFinance: Creates personal expenses and budget dashboard

path <- getwd()
isRunningInShiny <- Sys.getenv('SHINY_PORT') != ""

if(endsWith(path,'R') | isRunningInShiny){
  source('Classes/MintClass.R')
  source('Classes/ExpensesClass.R')
} else {
  source('R/Classes/MintClass.R')
  source('R/Classes/ExpensesClass.R')

}



setClass("Insights", slots =c(mint = "Mint",
                           expenses = "Expenses"),
         prototype=list(
           mint = NULL,
           expenses = NULL
         ))

#Creator
Insights = function(mint,expenses) {
  new("Insights",mint=mint,expenses=expenses)
}


setGeneric(name="categoryBeneficiaryExpenses",
           def=function(object,inpBeneficiary)
           {
             standardGeneric("categoryBeneficiaryExpenses")
           }
)

#' Join mint Data to Reconcile
#' @param object Insights object
#' @param Beneficiary Beneficiary to explore
#' @return data frame
setMethod(f="categoryBeneficiaryExpenses",
          signature=c("Insights","character"),
          definition = function(object,inpBeneficiary) {
  clnTran <- subsetTransactions(object@expenses,chrWeeks="4")

  #filter beneficiaries based on input
  if(inpBeneficiary == "ALL")
    benDs <- clnTran
  else
    benDs <- filter(clnTran,Beneficiary == inpBeneficiary)

  agg <- group_by(benDs, Category,Beneficiary) %>%
    summarize(Total = sum(trTotal))

  sel <- select(agg, Beneficiary, Category, Total)

  ord <- arrange(sel, Total, Category, Beneficiary )
  ord
})



setGeneric(name="categoryExpenses",
           def=function(object,inpBeneficiary)
           {
             standardGeneric("categoryExpenses")
           }
)

#' Join mint Data to Reconcile
#' @param object Insights object
#' @param Beneficiary Beneficiary to explore
#' @return data frame
setMethod(f="categoryExpenses",
          signature=c("Insights","character"),
          definition = function(object,inpBeneficiary) {
            clnTran <- subsetTransactions(object@expenses,chrWeeks="4")

            #filter beneficiaries based on input
            if(inpBeneficiary == "ALL")
              benDs <- clnTran
            else
              benDs <- filter(clnTran,Beneficiary == inpBeneficiary)

            agg <- group_by(benDs, Category) %>%
              summarize(Total = sum(trTotal))

            sel <- select(agg, Category, Total)

            ord <- arrange(sel, Total, Category )

            ord
          })


setGeneric(name="BeneficiaryExpenses",
           def=function(object,inpBeneficiary)
           {
             standardGeneric("BeneficiaryExpenses")
           }
)

#' Join mint Data to Reconcile
#' @param object Insights object
#' @param Beneficiary Beneficiary to explore
#' @return data frame
setMethod(f="BeneficiaryExpenses",
          signature=c("Insights","character"),
          definition = function(object,inpBeneficiary) {
            clnTran <- subsetTransactions(object@expenses,chrWeeks="4")

            #filter beneficiaries based on input
            if(inpBeneficiary == "ALL")
              benDs <- clnTran
            else
              benDs <- filter(clnTran,Beneficiary == inpBeneficiary)

            agg <- group_by(benDs, Beneficiary) %>%
              summarize(Total = sum(trTotal))

            sel <- select(agg, Beneficiary, Total)

            ord <- arrange(sel, Total, Beneficiary )

            ord
          })

setGeneric(name="categoryTotalExpenseOutput",
           def=function(object)
           {
             standardGeneric("categoryTotalExpenseOutput")
           }
)

#' Join mint Data to Reconcile
#' @param object Insights object
#' @param Beneficiary Beneficiary to explore
#' @return data frame
setMethod(f="categoryTotalExpenseOutput",
          signature=c("Insights"),
          definition = function(object) {

            clnTran <- subsetTransactions(object@expenses,chrWeeks="4")

            agg <- summarize(clnTran,Total = sum(trTotal))

            sel <- select(agg, Total)

            ord <- arrange(sel, Total )

            ord
          })