def edit_balance(edit_click, submit_click, cname, cfunds, cgoal, cgoal_date,
name, funds, goal, goal_date, user):
funcs = dc.Data(user['name'], user['password'])
button_id = {'type': ''}
ctx = dash.callback_context
if ctx.triggered:
button_id = json.loads(ctx.triggered[0]['prop_id'].split('.')[0])
if button_id['type'] == 'balance-edit-icon':
return {'display':''},{'display':''},{'display':''},{'display':''}\
,{'display':'none'},{'display':'none'},{'display':'none'},{'display':'none'}\
,{'display':'none'},{'display':''}
elif button_id['type'] == 'balance-submit-change-icon':
if str(cname) != str(name) or str(cfunds) != str(funds) or str(
cgoal) != str(goal) or str(cgoal_date) != str(goal_date):
input_dict = {'cname':cname, 'cfunds':cfunds, 'cgoal':cgoal, 'cgoal_date':cgoal_date, 'name':name\
, 'funds':funds, 'goal':goal, 'goal_date':goal_date, 'user':user['name']}
funcs.edit_balance(input_dict)
return {'display':'none'},{'display':'none'},{'display':'none'},{'display':'none'}\
,{'display':''},{'display':''},{'display':''},{'display':''}\
,{'display':''},{'display':'none'}
else:
raise PreventUpdate
def get_data(user):
data = dc.Data(user=user)
expense_proj = data.projection_summary()
return_dict = {
'proj_summary':expense_proj
}
return return_dict
def get_data(user, password):
data = dc.Data(user, password)
balances = data.display_balances().round(2)
balance_names = [{
'label': i,
'value': i
} for i in balances.loc[:, 'name'].sort_values().unique()]
return_dict = {'balances': balances, 'balance_names': balance_names}
return return_dict
def new_balance(n_clicks, name, funds, goal, goal_date, user_store):
if n_clicks:
input_dict = {
'name': name,
'funds': funds,
'goal': goal,
'goal_date': goal_date,
'user': user_store['name']
}
funcs = dc.Data(user_store['name'], user_store['password'])
funcs.new_balance(input_dict)
def get_data(user, password):
data = dc.Data(user=user, password=password)
today = date.today()
invoice_df = data.display_invoices()
invoice_df.loc[:, 'date'] = pd.to_datetime(
invoice_df.loc[:, 'date']).dt.strftime('%m/%d/%Y')
categories = [{
'label': i,
'value': i
} for i in invoice_df.loc[:, 'category'].sort_values().unique()]
expense_df = data.display_invoices(invoice_type='Expense')
expense_summary = data.annual_summary()
income_summary = data.annual_summary(invoice_type='Income')
net_income = data.net_income()
balances = data.display_balances().round(2)
balance_names = [{
'label': i,
'value': i
} for i in balances.loc[:, 'name'].sort_values().unique()]
expense_graph_df = expense_df.loc[:, ['date', 'value']]
expense_graph_df.loc[:,'Year-Month'] = pd.DatetimeIndex(expense_graph_df.loc[:, ('date')]).year.astype(str) \
+'_'+ pd.DatetimeIndex(expense_graph_df.loc[:, ('date')]).month.astype(str)
expense_graph_df = expense_graph_df.loc[:,
['Year-Month', 'value']].groupby(
by=['Year-Month']).sum(
).sort_values(by='Year-Month')
expense_fig = px.line(expense_graph_df.loc[:].rename(columns={
'value': 'Expenses'
}).reset_index(),
x='Year-Month',
y='Expenses')
expense_proj = data.projection_summary()
return_dict = {
'data': data,
'today': today,
'invoice_df': invoice_df,
'categories': categories,
'expense_df': expense_df.loc,
'expense_summary': expense_summary,
'income_summary': income_summary,
'net_income': net_income,
'balances': balances,
'balance_names': balance_names,
'expense_fig': expense_fig,
'proj_summary': expense_proj
}
return return_dict
def new_invoice(n_clicks, value, name, category, invoice_type, balance, date,
user_store):
if n_clicks:
input_dict = {
'value': value,
'name': name,
'category': category,
'invoice_type': invoice_type,
'balance': balance,
'date': date,
'user': user_store['name']
}
funcs = dc.Data(user_store['name'], user_store['password'])
funcs.new_invoice(input_dict)
def transfer_balance(n_clicks, t_from, t_to, funds, user_store):
if n_clicks:
input_dict = {
'value': funds,
'name': f'From: {t_from}, To: {t_to}',
'category': 'Transfers',
'invoice_type': 'Transfer',
'balance': t_from,
'date': str(data['today']),
'user': user_store['name'],
'to_balance': t_to
}
funcs = dc.Data(user_store['name'], user_store['password'])
funcs.new_invoice(input_dict, is_transfer=True)
def get_data(user):
data = dc.Data(user=user)
today = date.today()
invoice_df = data.display_invoices()
invoice_df.loc[:,'date'] = pd.to_datetime(invoice_df.loc[:, 'date']).dt.strftime('%m/%d/%Y')
categories = [{'label':i,'value':i} for i in invoice_df.loc[:,'category'].sort_values().unique()]
balances = data.display_balances().round(2)
balance_names = [{'label':i,'value':i} for i in balances.loc[:,'name'].sort_values().unique()]
return_dict = {
'today':today,
'invoice_df':invoice_df,
'categories':categories,
'balance_names':balance_names,
}
return return_dict
def get_data(user, password):
data = dc.Data(user, password)
balances = data.display_balances().round(2)
balance_names = [{
'label': i,
'value': i
} for i in balances.loc[:, 'name'].sort_values().unique()]
return_dict = {'balances': balances, 'balance_names': balance_names}
return return_dict
data = get_data('.', None)
data_funcs = dc.Data('.', None)
def create_balance_div(index, name, funds, goal, goal_date):
layout = html.Div([
html.P(name,
className='balance-p-name',
id={
'type': 'balance-p-name',
'index': index
}),
dcc.Input(className='change-bname-input',
value=name,
id={
'type': 'change-bname-input',
'index': index