def budget():
Budget.delete_expired()
rows = Budget.query.filter_by(user_id=current_user.id).filter(
Budget.status != 'EXPIRED')
expired = Budget.query.filter_by(user_id=current_user.id).filter(
Budget.status == 'EXPIRED')
form = BudgetForm()
if form.validate_on_submit():
amount = convert_usd(float(form.amount.data), g.code, rates)
budget = Budget(user_id=current_user.id,
amount=amount,
category=form.category.data,
notes=form.notes.data,
start_date=form.startdate.data,
end_date=form.enddate.data)
db.session.add(budget)
db.session.commit()
flash('Budget Added!', 'success')
return redirect(url_for('cashtrack.overview'))
return rnd_tmp("budget.html",
form=form,
rows=rows,
expires=expired,
length=rows.count(),
length_ex=expired.count(),
icons=label_icons,
colors=label_colors)
def interest():
"""Calculate and Return Interest Value to User"""
form = InterestForm()
placeholder = 'Capital ({})'.format(rates[getfilter()]['symbol'])
P = I = A = 0
if form.validate_on_submit():
P = float(form.capital.data)
i = float(form.interest_rate.data)
t = float(form.period.data)
print(f'{P}, {i}, {t}')
if str(form.type.data) == 'Simple':
I = P * (i / 100) * t
A = I + P
elif str(form.type.data) == 'Compound':
A = P * ((1 + i / 100)**t)
I = A - P
new = InterestHistory(user_id=current_user.id,
bank_name=form.name.data,
initial_capital=P,
interest_rate=i,
final_capital=A,
period=t,
type=form.type.data)
db.session.add(new)
db.session.commit()
return rnd_tmp('interest.html',
form=form,
P=P,
I=I,
A=A,
placeholder=placeholder)
def transactions_history():
# Getting all transactions linked to user id
row = Transactions.query.filter_by(user_id=current_user.id).order_by(
Transactions.date.desc(), Transactions.id.desc())
return rnd_tmp("history.html",
title='Transactions',
rows=row,
length=row.count(),
icons=label_icons,
colors=label_colors)
def reset_request():
form = ResetRequestForm()
if form.validate_on_submit():
user = User.query.filter_by(email=form.email.data).first()
send_reset_email(user)
flash('An email with instructions to reset password has been sent.',
'info')
logout_user()
return redirect(url_for('users.login'))
return rnd_tmp('reset_request.html', form=form)
def change_currency():
""" Change user's currency """
form = CurrencyForm()
if form.validate_on_submit():
currency = form.rate.data
redirected = redirect(url_for('cashtrack.overview'))
redirected.set_cookie('filter', currency)
symbol = rates[currency]['symbol']
flash(f'Currency has been changed to {currency} ({symbol})', 'success')
return redirected
return rnd_tmp('currency.html', form=form, rates=rates)
def change_password():
"""" Change user password """
form = PassWordChangeForm()
if form.validate_on_submit():
if check_password_hash(current_user.password_hash,
form.old_password.data):
current_user.password_hash = generate_password_hash(
str(form.new_password.data))
db.session.commit()
flash('Your Password has been updated', 'success')
return redirect(url_for('users.account'))
return rnd_tmp("change.html", form=form)
def reset_password(token):
user = User.verify_reset_token(token)
if not user:
flash('This token is invalid or expired.', 'warning')
return redirect(url_for('users.reset_request'))
form = PassWordResetForm()
if form.validate_on_submit():
hashed_pwd = generate_password_hash(str(form.new_password.data))
user.password_hash = hashed_pwd
db.session.commit()
flash('Your Password has been updated. You can now login.', 'success')
return redirect(url_for('users.login'))
return rnd_tmp("reset_password.html", form=form)
def interest_history():
# Getting all transactions linked to user id
form = ClearHistoryForm()
row = InterestHistory.query.filter_by(user_id=current_user.id).order_by(
InterestHistory.id.desc())
if form.validate_on_submit():
delete_row = InterestHistory.query.filter_by(user_id=current_user.id)
delete_row.delete()
db.session.commit()
flash('Interest History Cleared', 'success')
return redirect(url_for('cashtrack.interest'))
return rnd_tmp("history.html",
title='Interest',
form=form,
rows=row,
length=row.count(),
filter=g.code)
def income():
form = IncomeForm()
rows = Transactions.query.filter_by(user_id=current_user.id,
type='Income',
date=date.today()).order_by(
Transactions.id.desc())
today = make_today_transactions(rows)
if form.validate_on_submit():
# Record transactions to database
amount = convert_usd(float(form.amount.data), g.code, rates)
transactions = Transactions(user_id=current_user.id,
amount=amount,
type='Income',
category=form.category.data,
date=form.date.data,
notes=form.notes.data)
db.session.add(transactions)
db.session.commit()
# Update users Balance
User.query.get(current_user.id).balance += amount
db.session.commit()
# Update daily income
record = DailyRecords.query.filter_by(user_id=current_user.id,
date=form.date.data,
type='Income').first()
if record:
record.amount += amount
db.session.commit()
else:
new = DailyRecords(user_id=current_user.id,
amount=amount,
type='Income',
date=form.date.data)
db.session.add(new)
db.session.commit()
# Redirect user to dashboard
flash('Income Recorded', 'success')
return redirect(url_for('cashtrack.overview'))
return rnd_tmp("add.html",
form=form,
title="Income",
icons=label_icons,
colors=label_colors,
rows=today,
length=rows.count(),
date=date.today())
def account():
""" Allows User to update account profile """
form = AccountUpdateForm()
if form.validate_on_submit():
if form.picture.data:
picture_file = save_picture(form.picture.data)
current_user.image_file = picture_file
current_user.username = form.username.data
current_user.email = form.email.data
db.session.commit()
flash('Account Details Updated', 'success')
return redirect(url_for('users.account'))
elif request.method == 'GET':
form.username.data = current_user.username
form.email.data = current_user.email
image_file = url_for('static',
filename='/profile_pics/' + current_user.image_file)
return rnd_tmp('account.html', image_file=image_file, form=form)
def register():
"""Register new users into the site"""
# Redirect to dashboard if logged in
if current_user.is_authenticated:
return redirect(url_for('cashtrack.overview'))
form = RegistrationForm()
if form.validate_on_submit():
hashed_pwd = generate_password_hash(form.password.data)
user = User(username=form.username.data,
email=form.email.data,
password_hash=hashed_pwd)
db.session.add(user)
db.session.commit()
flash(
f'Account Created for {request.form.get("username")}! Please Log In.',
'success')
return redirect(url_for('users.login'))
return rnd_tmp("register.html", form=form)
def records():
"""Shows graphs of user's transactions"""
income = {}
expense = {}
weeklyrecord = {}
# Extracting all transactions for the month
dataMonth = DailyRecords.query.filter(
DailyRecords.date.in_(find_month_complete(
date.today()))).filter_by(user_id=current_user.id)
# Convert transactions into weekly dictionary
weekList = find_month_weekrange(date.today())
print(weekList)
for week in weekList:
weeklyrecord.update({week: {'Income': 0, 'Expense': 0}})
for data in dataMonth:
week = find_weekrange(data.date)
if week in weekList:
weeklyrecord[week][data.type] += convert_currency_float(
data.amount, g.code, rates)
transactions = Transactions.query.filter_by(user_id=current_user.id)
for transaction in transactions:
trans_amount = convert_currency_float(transaction.amount, g.code,
rates)
if transaction.type == 'Income':
if transaction.category in income:
income[transaction.category] += trans_amount
else:
income.update({transaction.category: trans_amount})
else:
if transaction.category in expense:
expense[transaction.category] += trans_amount
else:
expense.update({transaction.category: trans_amount})
return rnd_tmp("records.html",
income=income,
expense=expense,
month_data=weeklyrecord,
month=calendar.month_name[date.today().month],
colors=label_colors)
def overview():
"""" Renders dashboard """
print(g.code)
daily = DailyRecords.query.filter(
extract('day', DailyRecords.date).between(
date.today().day - 1,
date.today().day + 1)).filter_by(user_id=current_user.id)
recentRecord = {}
for i in range(-1, 2):
newDate = date.today() + timedelta(days=i)
recentRecord.update(
{newDate.strftime('%d/%m/%Y'): {
'Income': 0,
'Expense': 0
}})
for day in daily:
dateOf = day.date.strftime('%d/%m/%Y')
recentRecord[dateOf][day.type] += day.amount
records = make_records_dict(recentRecord, rates)
monthIncome = monthExpenses = 0
record_month = DailyRecords.query.filter_by(
user_id=current_user.id).filter(
extract('month', DailyRecords.date) == date.today().month)
for record in record_month:
if record.type == 'Income':
monthIncome += float(record.amount)
else:
monthExpenses += float(record.amount)
row = Transactions.query.filter_by(user_id=current_user.id).order_by(
Transactions.date.desc(), Transactions.id.desc()).limit(5)
return rnd_tmp('overview.html',
record=records,
rows=row,
icons=label_icons,
colors=label_colors,
length=row.count(),
monthIncome=monthIncome,
monthExpenses=monthExpenses,
month=calendar.month_name[date.today().month])
def login():
"""Log users into their account"""
# Redirect to dashboard if logged in
if current_user.is_authenticated:
return redirect(url_for('cashtrack.overview'))
form = LogInForm()
if form.validate_on_submit():
user = User.query.filter(
or_(User.username == form.field.data,
User.email == form.field.data)).first()
if user and check_password_hash(user.password_hash,
form.password.data):
login_user(user, remember=form.remember.data)
next_page = request.args.get('next')
flash(f'Welcome, {user.username}!', 'success')
return redirect(next_page) if next_page else redirect(
url_for('cashtrack.overview'))
else:
flash(
'Login Unsuccessful. Please check username/email or password!',
'danger')
return rnd_tmp("login.html", form=form)
def error_404(error):
return rnd_tmp('errors/404.html'), 404
def transactions():
form = TransactionsForm()
rows = Transactions.query.filter_by(user_id=current_user.id,
type='Expense',
date=date.today()).order_by(
Transactions.date.desc())
today = make_today_transactions(rows)
if form.validate_on_submit():
# Checking if Transaction can be made
if current_user.balance == 0:
flash(
'Your Balance is empty. Please add income to record expenses.',
'danger')
return redirect(url_for('cashtrack.income'))
if current_user.balance < form.amount.data:
flash('You cannot afford the transaction. Please add income.',
'danger')
return redirect(url_for('cashtrack.income'))
amount = convert_usd(float(form.amount.data), g.code, rates)
# Record transaction to database
transactions = Transactions(user_id=current_user.id,
amount=amount,
type='Expense',
category=form.category.data,
date=form.date.data,
notes=form.notes.data)
db.session.add(transactions)
db.session.commit()
# Update users Total Balance and Expenses
User.query.get(current_user.id).expenses += amount
User.query.get(current_user.id).balance -= amount
db.session.commit()
# Update daily expense
record = DailyRecords.query.filter_by(user_id=current_user.id,
date=form.date.data,
type='Expense').first()
if record:
record.amount += amount
db.session.commit()
else:
new = DailyRecords(user_id=current_user.id,
amount=amount,
type='Expense',
date=form.date.data)
db.session.add(new)
db.session.commit()
# Update if budget for transaction type exists
budget = Budget.query.filter_by(
user_id=current_user.id, category=form.category.data).filter(
Budget.status != 'EXPIRED').first()
if budget:
if form.date.data >= budget.start_date:
budget.amount_used += amount
db.session.commit()
# Redirect user to dashboard
flash('Transaction Recorded', 'success')
return redirect(url_for('cashtrack.overview'))
return rnd_tmp("add.html",
form=form,
title="Transactions",
icons=label_icons,
colors=label_colors,
rows=today,
length=rows.count(),
date=date.today())
def error_500(error):
return rnd_tmp('errors/500.html'), 500