Public/Export-ProjectedTransactions.ps1
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function Export-ProjectedTransactions { <# .SYNOPSIS Exports projected transactions to a file. .DESCRIPTION Generates projected transactions and exports them to CSV or JSON format. Can export all transactions to a single file, or group by account to create separate files per account. .PARAMETER StartDate The start date for the projection period. .PARAMETER EndDate The end date for the projection period. .PARAMETER OutputPath The file path for the export. Extension determines format (.csv or .json). When using -GroupByAccount, this becomes the base path for multiple files. .PARAMETER Account Optional account name to filter transactions for a specific account. .PARAMETER InitialBalance The starting balance for the projection. Defaults to 0. .PARAMETER Format Output format: CSV or JSON. If not specified, determined by file extension. .PARAMETER GroupByAccount When specified, creates separate files for each account instead of one combined file. Files are named: {BaseName}-{AccountName}.{Extension} The AccountId column is excluded from individual account files (redundant). .PARAMETER Budget Optional budget name to target. Uses active budget if not specified. .PARAMETER DataPath Optional custom path for data storage. Overrides budget-based paths. .EXAMPLE Export-ProjectedTransactions -StartDate "2025-01-01" -EndDate "2025-12-31" -OutputPath "C:\budget\2025.csv" .EXAMPLE Export-ProjectedTransactions -StartDate (Get-Date) -EndDate (Get-Date).AddMonths(3) -OutputPath "projection.json" -Format JSON .EXAMPLE Export-ProjectedTransactions -StartDate "2025-01-01" -EndDate "2025-12-31" -OutputPath "C:\budget\transactions.csv" -GroupByAccount Creates separate files like: transactions-JointBilling.csv, transactions-JointSavings.csv, etc. .EXAMPLE Export-ProjectedTransactions -StartDate "2025-01-01" -EndDate "2025-12-31" -OutputPath "budget.csv" -Account "Joint Billing" .OUTPUTS File path(s) of the exported data #> [CmdletBinding()] param( [Parameter(Mandatory)] [datetime]$StartDate, [Parameter(Mandatory)] [datetime]$EndDate, [Parameter(Mandatory)] [string]$OutputPath, [Parameter()] [string]$Account, [Parameter()] [decimal]$InitialBalance = 0, [Parameter()] [ValidateSet('CSV', 'JSON')] [string]$Format, [Parameter()] [switch]$GroupByAccount, [Parameter()] [string]$Budget, [Parameter()] [string]$DataPath ) # Determine format from file extension if not specified if (-not $Format) { $extension = [System.IO.Path]::GetExtension($OutputPath).ToLower() $Format = switch ($extension) { '.json' { 'JSON' } '.csv' { 'CSV' } default { 'CSV' } } } # Ensure directory exists $directory = Split-Path -Path $OutputPath -Parent if ($directory -and -not (Test-Path $directory)) { New-Item -Path $directory -ItemType Directory -Force | Out-Null } # Resolve data path for account lookup $resolvedPath = Resolve-DataPath -DataPath $DataPath -Budget $Budget if (-not $resolvedPath) { return } # Handle GroupByAccount mode if ($GroupByAccount) { $accounts = Read-EntityData -EntityType 'Account' -DataPath $resolvedPath if (-not $accounts -or $accounts.Count -eq 0) { Write-Warning "No accounts found. Cannot group by account." return } $exportedPaths = @() $baseName = [System.IO.Path]::GetFileNameWithoutExtension($OutputPath) $extension = [System.IO.Path]::GetExtension($OutputPath) $outputDir = Split-Path -Path $OutputPath -Parent if (-not $outputDir) { $outputDir = '.' } foreach ($acct in $accounts) { # Get transactions for this specific account $transactions = Get-ProjectedTransactions -StartDate $StartDate -EndDate $EndDate -Account $acct.Name -InitialBalance $InitialBalance -Budget $Budget -DataPath $DataPath if ($transactions -and $transactions.Count -gt 1) { # More than just initial balance # Sanitize account name for filename $safeAccountName = $acct.Name -replace '[^\w\-]', '' $accountFilePath = Join-Path $outputDir "$baseName-$safeAccountName$extension" try { switch ($Format) { 'CSV' { # Exclude AccountId column since each file is account-specific $transactions | Select-Object Date, Name, Amount, Balance, Type | Export-Csv -Path $accountFilePath -NoTypeInformation -ErrorAction Stop Write-Verbose "Exported $($acct.Name) to CSV: $accountFilePath" } 'JSON' { $transactions | Select-Object Date, Name, Amount, Balance, Type | ConvertTo-Json -Depth 10 | Set-Content -Path $accountFilePath -ErrorAction Stop Write-Verbose "Exported $($acct.Name) to JSON: $accountFilePath" } } $exportedPaths += (Resolve-Path $accountFilePath).Path } catch { Write-Error "Failed to export transactions for account '$($acct.Name)': $_" } } } return $exportedPaths } # Standard single-file export $getParams = @{ StartDate = $StartDate EndDate = $EndDate InitialBalance = $InitialBalance } if ($Account) { $getParams['Account'] = $Account } if ($Budget) { $getParams['Budget'] = $Budget } if ($DataPath) { $getParams['DataPath'] = $DataPath } $transactions = Get-ProjectedTransactions @getParams # Export based on format try { switch ($Format) { 'CSV' { # Include AccountId if not filtering by account (might have mixed accounts) if ($Account) { $transactions | Select-Object Date, Name, Amount, Balance, Type | Export-Csv -Path $OutputPath -NoTypeInformation -ErrorAction Stop } else { $transactions | Select-Object Date, Name, Amount, Balance, Type, AccountId | Export-Csv -Path $OutputPath -NoTypeInformation -ErrorAction Stop } Write-Verbose "Exported to CSV: $OutputPath" } 'JSON' { if ($Account) { $transactions | Select-Object Date, Name, Amount, Balance, Type | ConvertTo-Json -Depth 10 | Set-Content -Path $OutputPath -ErrorAction Stop } else { $transactions | ConvertTo-Json -Depth 10 | Set-Content -Path $OutputPath -ErrorAction Stop } Write-Verbose "Exported to JSON: $OutputPath" } } return (Resolve-Path $OutputPath).Path } catch { Write-Error "Failed to export transactions: $_" } } |