MoneyGuru Salary Import Plugin

salary_plugin.py

# See youtube video at http://youtu.be/Bhv6yL40quA

from core.plugin import ImportActionPlugin
from core.model.account import AccountType
from core.model.amount import Amount
from core.model.transaction import Split

class SalaryFixerPlugin(ImportActionPlugin):
    NAME = "Salary Fixing Import Plugin"
    ACTION_NAME = "Salary fiximafication"

    def perform_action(self, import_document, transactions, panes, selected_rows=None):

        gross_income = import_document.accounts.find('gross income', AccountType.Income)
        employer_matching = import_document.accounts.find('employer matching', AccountType.Income)
        federal_tax = import_document.accounts.find('federal tax', AccountType.Expense)
        state_tax = import_document.accounts.find('state tax', AccountType.Expense)
        retirement_fund = import_document.accounts.find('retirement', AccountType.Asset)
        health_fund = import_document.accounts.find('health fund', AccountType.Asset)

        fed_tax_rate = 0.3
        state_tax_rate = 0.07
        retirement_percentage = 0.05
        health_fund_withdraw = 250

        for transaction in transactions:
            if 'salary' in transaction.description.lower() and len(transaction.splits) == 2:

                txn_copy = transaction.replicate()
                froms, tos = txn_copy.splitted_splits()

                salary = froms[0]
                net = tos[0]

                if salary.amount == 0:
                    continue

                amount_value = abs(salary.amount.value)
                amount_currency = salary.amount.currency

                after_benefits_value = 1/(1 - fed_tax_rate - state_tax_rate) * amount_value

                federal_split = Split(txn_copy,
                                      federal_tax,
                                      Amount(fed_tax_rate * after_benefits_value, amount_currency))
                state_split = Split(txn_copy,
                                    state_tax,
                                    Amount(state_tax_rate * after_benefits_value, amount_currency))

                gross_pay = 1/(1-retirement_percentage) * (after_benefits_value + health_fund_withdraw)

                retirement_split = Split(txn_copy,
                                         retirement_fund,
                                         Amount(retirement_percentage * gross_pay, amount_currency))

                matching_income_split = Split(txn_copy,
                                              employer_matching,
                                              Amount(-retirement_split.amount.value, amount_currency))

                retirement_matching_split = Split(txn_copy,
                                                  retirement_fund,
                                                  Amount(retirement_split.amount.value, amount_currency))


                health_split = Split(txn_copy,
                                     health_fund,
                                     Amount(health_fund_withdraw, amount_currency))

                salary_split = Split(txn_copy,
                                     salary.account if salary.account else gross_income,
                                     Amount(-gross_pay, amount_currency))

                net.amount = Amount(net.amount.value, net.amount.currency)
                txn_copy.set_splits([salary_split,
                                     retirement_split,
                                     matching_income_split,
                                     retirement_matching_split,
                                     health_split,
                                     federal_split,
                                     state_split,
                                     net])
                import_document.change_transaction(transaction, txn_copy)