def add_expense(self,
date,
description,
amount,
category_id=None,
account_id=None,
pass_thru=False):
# add into uncategorized expenses if category not provided
if not category_id:
category_id = self.is_category(name="Uncategorized")
if not category_id:
# crete a new one
c = ExpenseCategoriesTable(self.user_id, u'Uncategorized')
db_session.add(c)
db_session.commit()
category_id = c.id
# find default account if not provided
if not account_id:
acc = Accounts(self.user_id)
account_id = acc.get_default_account()
if not account_id:
account_id = acc.add_default_account()
# add the actual expense
e = ExpensesTable(self.user_id, date, category_id, description,
account_id, amount, pass_thru)
db_session.add(e)
db_session.commit()
# update the totals
self.totals.update_expense(amount, date)
return e.id
def add_expense(self, date, description, amount, category_id=None, account_id=None, pass_thru=False):
# add into uncategorized expenses if category not provided
if not category_id:
category_id = self.is_category(name="Uncategorized")
if not category_id:
# crete a new one
c = ExpenseCategoriesTable(self.user_id, u'Uncategorized')
db_session.add(c)
db_session.commit()
category_id = c.id
# find default account if not provided
if not account_id:
acc = Accounts(self.user_id)
account_id = acc.get_default_account()
if not account_id:
account_id = acc.add_default_account()
# add the actual expense
e = ExpensesTable(self.user_id, date, category_id, description, account_id, amount, pass_thru)
db_session.add(e)
db_session.commit()
# update the totals
self.totals.update_expense(amount, date)
return e.id
def add_loan(self, other_user_id, date, description, amount, account_id=None):
# if an account id is not provided, get a 'default' account
if not account_id:
accounts = Accounts(self.user_id)
account_id = accounts.get_default_account()
# create a default account if no joy getting a default account
if not account_id:
account_id = accounts.add_default_account()
l = LoansTable(self.user_id, other_user_id, date, account_id, description, amount)
db_session.add(l)
db_session.commit()
return l.id
def add_private():
'''Add a private user connection for a user'''
error = None
if request.method == 'POST':
new_user_name, current_user_id = request.form['name'], session.get('logged_in_user')
# setup objects in a context
useri = Users(current_user_id)
# blank name?
if new_user_name:
# already exists?
if not useri.is_connection(name=new_user_name):
# create new private user
new_user_id = useri.add_private_user(new_user_name)
# give the user a default account so we can do loans
acc = Accounts(new_user_id)
acc.add_default_account()
# have we provided initial balance?
if 'balance' in request.form:
# get balance
balance = request.form['balance']
# balance could be "empty"
if balance != "":
# valid amount?
if is_float(balance):
balance = float(balance)
# do we have a pre-existing balance with the user?
if balance != 0:
if balance > 0: # they owe us
# models
loa, acc = Loans(current_user_id), Accounts(current_user_id)
# add loan entry
loa.add_loan(other_user_id=new_user_id, date=today_date(),
account_id=acc.get_default_account(),
description="Initial balance with the user", amount=balance)
# fudge loan monies balance
acc.modify_loan_balance(amount=balance, with_user_id=new_user_id)
else: # we owe them
# models
loa, acc = Loans(new_user_id), Accounts(current_user_id)
# add loan entry
loa.add_loan(other_user_id=current_user_id, date=today_date(),
account_id=acc.get_default_account(),
description="Initial balance with the user", amount=-balance)
# fudge loan monies balance
acc.modify_loan_balance(amount=balance, with_user_id=new_user_id)
else: error = 'Not a valid amount'
# create connections from us to them and back
useri.add_connection(new_user_id)
flash('Private user added')
else: error = 'You already have a user under that name'
else: error = 'You need to provide a name'
return render_template('admin_add_private_user.html', **locals())
