def get_user_expenses(cls, month, year):
"""
"""
first_day = date(year, month, 1)
if month == 12:
last_day = date(year + 1, 1, 1)
else:
last_day = date(year, month + 1, 1)
logging.info("load user expenses between %s and %s" %
(first_day.strftime('%d %b %Y'), last_day.strftime('%d %b %Y')))
q = Expenses.query(ancestor=expenses_key(month, year))
q.filter(ndb.AND(Expenses.date >= first_day, Expenses.date < last_day))
#query for old data that had no ancestor (before migration to High Replication Datastore)
q_old = Expenses.query(ndb.AND(Expenses.date >= first_day, Expenses.date < last_day))
users_expenses = dict()
keys = set()
if users_helper.is_autorized():
# always start with the current user
currentUser = users.get_current_user().nickname()
users_expenses[currentUser] = UserExpenses(currentUser)
x = 0
#TODO Hem refactor this ugly code
for exp in q.fetch(500):
exp.update_urlsafe()
keys.add(exp.urlsafe)
user_nickname = exp.user.nickname()
if user_nickname not in users_expenses.keys():
users_expenses[user_nickname] = UserExpenses(user_nickname)
users_expenses[user_nickname].add(exp)
x += 1
logging.info('%d expenses with ancestor', x)
x = 0
for exp in q_old.fetch(500):
exp.update_urlsafe()
if exp.urlsafe not in keys:
user_nickname = exp.user.nickname()
if user_nickname not in users_expenses.keys():
users_expenses[user_nickname] = UserExpenses(user_nickname)
users_expenses[user_nickname].add(exp)
x += 1
logging.info('%d expenses with no ancestor', x)
for usr in users_expenses.keys():
users_expenses[usr].taxratio = cls.get_tax_ratio(usr, year)
users_expenses[usr].expenses = sorted(users_expenses[usr].expenses, key=lambda e: e.date)
return users_expenses.values()
def __edit_shared_expense_into_simple(current_user_id, our_expenses, expense, our_accounts, our_users, date, description,
account_id, amount, error, category_id, categories, accounts, users, expense_id,
key=None, dict=None):
'''Edit a shared expense entry into a simple expense entry'''
our_loans = Loans(current_user_id)
# percentage split
loaned_then_amount = round((float(expense[0].amount) * (100-float(expense[3])))/100, 2)
# credit our loan account
our_accounts.modify_loan_balance(amount=-float(loaned_then_amount), with_user_id=expense[2])
their_expenses = Expenses(expense[2])
their_accounts = Accounts(expense[2])
their_loans = Loans(expense[2])
# fetch their expense
their_expense = their_expenses.get_expense(loan_id=expense[1])
# delete the shared user's expense
their_expenses.delete_expense(expense_id=their_expense[0].id)
# delete their loan status towards us
their_accounts.modify_loan_balance(amount=expense[4], with_user_id=current_user_id)
# unlink expenses to loan entries
our_expenses.unlink_loan(loan_id=expense[1])
# get slug as a unique identifier
slug = our_loans.get_loan_slug(loan_id=expense[1])
# delete the original loans
our_loans.delete_loan(loan_id=expense[1])
their_loans.delete_loan(slug=slug)
flash('Loan reverted')
# credit our account back with the full amount (expense amount + loaned amount)
our_accounts.modify_user_balance(amount=float(expense[0].amount), account_id=expense[0].deduct_from)
# debit from account
our_accounts.modify_user_balance(amount=-float(amount), account_id=account_id)
# edit expense
our_expenses.edit_expense(date=date, category_id=category_id, account_id=account_id, amount=amount,
description=description, expense_id=expense_id)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(url_for('expenses.edit_expense', expense_id=expense_id))
def dashboard():
'''Test budget dashboard'''
u = UsersTable(u"Admin", False, u"admin", u"admin")
db_session.add(u)
db_session.commit()
current_user_id = u.id
# get uncategorized expenses
exp = Expenses(current_user_id)
uncategorized_expenses = exp.get_entries(category_name="Uncategorized")
# get latest expenses
exp = Expenses(current_user_id)
latest_expenses = exp.get_entries(limit=5)
# get accounts
acc = Accounts(current_user_id)
accounts = acc.get_accounts_and_loans()
# split, get totals
assets, liabilities, loans, assets_total, liabilities_total = [], [], [], 0, 0
for a in accounts:
if a[0].type == 'asset':
assets.append(a)
assets_total += float(a[0].balance)
elif a[0].type == 'liability':
liabilities.append(a)
liabilities_total += float(a[0].balance)
elif a[0].type == 'loan':
# if we owe someone, it is our liability
if float(a[0].balance) < 0:
liabilities.append(a)
liabilities_total += float(a[0].balance)
else:
assets.append(a)
# get the monthly totals
t = Totals(current_user_id)
totals = t.get_totals()
return render_template('admin_dashboard.html', **locals())
#class SQLiteSequenceTable(Base):
# """SQLite sequence table"""
#
# __tablename__ = 'sqlite_master'
# rowid = Column(Integer, primary_key=True)
# name = Column(String(200))
# seq = Column(Integer)
def post(self):
try:
bank_statement = self.get_uploads()[0]
from ofxparse import OfxParser
ofx = OfxParser.parse(bank_statement.open())
user = users.get_current_user()
logging.info(ofx.account.number) # The account number
logging.info(ofx.account.routing_number) # The transit id (sometimes called branch number)
#logging.info(ofx.account.statement # Account information for a period of time
logging.info(ofx.account.statement.start_date) # The start date of the transactions
logging.info(ofx.account.statement.end_date) # The end date of the transactions
#ofx.account.statement.transactions # A list of account activities
logging.info(ofx.account.statement.balance) # The money in the account as of the statement
for tx in ofx.account.statement.transactions:
logging.info(vars(tx))
if tx.type == 'debit':
# new expense:
new_expense = Expenses(parent=expenses_key(tx.date.month, tx.date.year))
new_expense.user = user
new_expense.date = tx.date
new_expense.amount = -float(str(tx.amount))
new_expense.category = tx.payee
new_expense.exptype = 3
new_expense.put()
finally:
self.redirect('comptes')
def index(date=None, category=None, page=1, items_per_page=10):
'''List expenses for the user'''
model = Expenses(session.get('logged_in_user'))
dict = entries.index(**locals())
for key in dict.keys():
exec(key + " = dict['" + key + "']")
return render_template('admin_show_expenses.html', **locals())
def search():
'''Search expenses'''
model = Expenses(session.get('logged_in_user'))
# query
query = request.form['q'] if 'q' in request.form else ""
# fetch entries
entries = model.get_entries()
# filter
entries = entries.filter(ExpensesTable.description.like("%"+query+"%"))
# categories
categories = model.get_categories()
# date ranges for the template
date_ranges = get_date_ranges()
return render_template('admin_search_expenses.html', **locals())
def search():
'''Search expenses'''
model = Expenses(session.get('logged_in_user'))
# query
query = request.form['q'] if 'q' in request.form else ""
# fetch entries
entries = model.get_entries()
# filter
entries = entries.filter(ExpensesTable.description.like("%" + query + "%"))
# categories
categories = model.get_categories()
# date ranges for the template
date_ranges = get_date_ranges()
return render_template('admin_search_expenses.html', **locals())
def get(self):
# print 'coucou'
# query = db.GqlQuery('SELECT * FROM Expenses')
query = Expenses.query()
expenses = query.fetch(10000)
self.jsonData = dict()
self.jsonData["tags"] = dict()
for exp in expenses:
for tag in exp.tags:
if tag != "":
self.update_tag(tag, exp.amount, exp.date)
self.persist()
self.response.out.write(simplejson.dumps(self.jsonData))
def add_category():
'''Add an expense category'''
error = None
if request.method == 'POST':
new_category_name, current_user_id = request.form['name'], session.get(
'logged_in_user')
exp = Expenses(current_user_id)
error = entries.add_category(exp, new_category_name)
if not error: flash('Expense category added')
return render_template('admin_add_expense_category.html', error=error)
def index():
'''Budget dashboard'''
current_user_id = session.get('logged_in_user')
# get uncategorized expenses
exp = Expenses(current_user_id)
uncategorized_expenses = exp.get_entries(category_name="Uncategorized")
# get latest expenses
exp = Expenses(current_user_id)
latest_expenses = exp.get_entries(limit=5)
# get latest income
inc = Income(current_user_id)
latest_income = inc.get_entries(limit=5)
# get accounts
acc = Accounts(current_user_id)
accounts = acc.get_accounts_and_loans()
# split, get totals
assets, liabilities, loans, assets_total, liabilities_total = [], [], [], 0, 0
for a in accounts:
if a[0].type == 'asset':
assets.append(a)
assets_total += float(a[0].balance)
elif a[0].type == 'liability':
liabilities.append(a)
liabilities_total += float(a[0].balance)
elif a[0].type == 'loan':
# if we owe someone, it is our liability
if float(a[0].balance) < 0:
liabilities.append(a)
liabilities_total += float(a[0].balance)
else:
assets.append(a)
# monthly totals
t, totals_list, highest_bar = Totals(current_user_id), [], 0.
# object to dict
for total in t.get_totals():
bar = {}
bar['month'] = total.month
if (float(total.expenses) > 0): bar['expenses'] = float(total.expenses)
if (float(total.income) > 0): bar['income'] = float(total.income)
totals_list.append(bar)
if (total.expenses > highest_bar): highest_bar = total.expenses
if (total.income > highest_bar): highest_bar = total.income
# calculate height for each bar
for total in totals_list:
if 'expenses' in total: total['expenses-height'] = (total['expenses'] / highest_bar) * 100
if 'income' in total: total['income-height'] = (total['income'] / highest_bar) * 100
return render_template('admin_dashboard.html', **locals())
def post(self):
try:
selected_month = int(self.request.get("mois"))
selected_year = int(self.request.get("annee"))
except:
dtnow = datetime.utcnow()
selected_month = dtnow.month
selected_year = dtnow.year
if users.get_current_user():
urlsafe = self.request.get("urlsafe")
if urlsafe != "":
logging.info("get expense from key " + urlsafe)
new_expense = Expenses.get_from_key(ndb.Key(urlsafe=urlsafe))
if new_expense is None:
raise Exception("unable to retrieve expense for key " + urlsafe)
else:
new_expense = Expenses(parent=expenses_key(selected_month, selected_year))
new_expense.update(users.get_current_user(), selected_month, selected_year, self.request)
else:
raise Exception("bad user")
self.redirect("/comptes?mois=%d&annee=%d" % (selected_month, selected_year))
def export(date=None, category=None, page=1, items_per_page=10):
'''Export expenses on a filter'''
model = Expenses(session.get('logged_in_user'))
dict = entries.index(**locals())
for key in dict.keys():
exec(key + " = dict['" + key + "']")
response = make_response(
render_template('admin_export_expenses.html', **locals()))
response.headers['Content-type'] = 'text/csv'
response.headers[
'Content-disposition'] = 'attachment;filename=' + 'expenses-' + str(
today_date()) + '.csv'
return response
def dashboard():
'''Test budget dashboard'''
u = UsersTable(u"Admin", False, u"admin", u"admin")
db_session.add(u)
db_session.commit()
current_user_id = u.id
# get uncategorized expenses
exp = Expenses(current_user_id)
uncategorized_expenses = exp.get_entries(category_name="Uncategorized")
# get latest expenses
exp = Expenses(current_user_id)
latest_expenses = exp.get_entries(limit=5)
# get accounts
acc = Accounts(current_user_id)
accounts = acc.get_accounts_and_loans()
# split, get totals
assets, liabilities, loans, assets_total, liabilities_total = [], [], [], 0, 0
for a in accounts:
if a[0].type == 'asset':
assets.append(a)
assets_total += float(a[0].balance)
elif a[0].type == 'liability':
liabilities.append(a)
liabilities_total += float(a[0].balance)
elif a[0].type == 'loan':
# if we owe someone, it is our liability
if float(a[0].balance) < 0:
liabilities.append(a)
liabilities_total += float(a[0].balance)
else:
assets.append(a)
# get the monthly totals
t = Totals(current_user_id)
totals = t.get_totals()
return render_template('admin_dashboard.html', **locals())
#class SQLiteSequenceTable(Base):
# """SQLite sequence table"""
#
# __tablename__ = 'sqlite_master'
# rowid = Column(Integer, primary_key=True)
# name = Column(String(200))
# seq = Column(Integer)
def get_last_twelve_months_category_expenses(self):
last_year = date_helper.get_last_year_date()
self.compute_labels(last_year)
#TODO refactor
#query = db.GqlQuery("SELECT * FROM Expenses WHERE category = :1 AND date >= :2 AND exptype = 1", self.category, last_year)
#expenses = query.fetch(5000)
q = Expenses.query()
q.filter(ndb.AND(Expenses.category == self.category, Expenses.date >= last_year, Expenses.exptype == 1))
expenses = q.fetch(5000)
amounts = []
for i in range(0, 12):
amounts.append(0)
for exp in expenses:
index = date_helper.get_month_index(exp.date)
if index != -1:
amounts[index] += exp.amount
self.totalamount += exp.amount
self.compute_max_amount(amounts)
def add_expense():
'''Add an expense entry'''
error = None
current_user_id = session.get('logged_in_user')
our_accounts = Accounts(current_user_id)
our_expenses = Expenses(current_user_id)
users = Users(current_user_id)
if request.method == 'POST':
dict = __validate_expense_form()
for key in dict.keys(): exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# valid amount?
if is_float(amount):
# valid date?
if is_date(date):
# valid account?
if our_accounts.is_account(account_id=account_id):
# valid category?
if our_expenses.is_category(id=category_id):
# is it a shared expense?
if 'is_shared' in request.form:
# fetch values and check they are actually provided
if 'split' in request.form: split = request.form['split']
else: error = 'You need to provide a % split'
if 'user' in request.form: shared_with_user = request.form['user']
else: error = 'You need to provide a user'
# 'heavier' checks
if not error:
# valid percentage split?
if is_percentage(split):
# valid user sharing with?
if users.is_connection(user_id=shared_with_user):
# figure out percentage split
loaned_amount = round((float(amount)*(100-float(split)))/100, 2)
# create loans
our_loans = Loans(current_user_id)
our_loan_id = our_loans.add_loan(other_user_id=shared_with_user, date=date,
account_id=account_id, description=description,
amount=-float(loaned_amount))
our_loans = Loans(shared_with_user)
their_loan_id = our_loans.add_loan(other_user_id=current_user_id, date=date,
description=description, amount=loaned_amount)
# generate slugs for the new loans
our_slugs = Slugs(current_user_id)
slug = our_slugs.add_slug(type='loan', object_id=our_loan_id,
description=description)
their_slugs = Slugs(shared_with_user)
their_slugs.add_slug(type='loan', object_id=their_loan_id, slug=slug)
flash('Loan given')
# add new expense (loaner)
our_expense_id = our_expenses.add_expense(date=date, category_id=category_id,
account_id=account_id,
amount=float(amount) - loaned_amount,
description=description)
# add new expenses (borrower)
their_expenses = Expenses(shared_with_user)
their_expense_id = their_expenses.add_expense(date=date, amount=loaned_amount,
description=description, pass_thru=True)
# fudge loan 'account' monies
our_accounts.modify_loan_balance(amount=loaned_amount,
with_user_id=shared_with_user)
their_accounts = Accounts(shared_with_user)
their_accounts.modify_loan_balance(amount=-float(loaned_amount),
with_user_id=current_user_id)
# link loan and the expenses (through us)
our_expenses.link_to_loan(expense_id=our_expense_id, loan_id=our_loan_id,
shared_with=shared_with_user, percentage=split,
original_amount=amount)
their_expenses.link_to_loan(expense_id=their_expense_id, loan_id=our_loan_id,
shared_with=current_user_id, percentage=split,
original_amount=amount)
else: error = 'Not a valid user sharing with'
else: error = 'Not a valid % split'
else:
# add new expense
our_expenses.add_expense(date=date, category_id=category_id, account_id=account_id,
amount=amount, description=description)
if not error:
# debit from account
our_accounts.modify_user_balance(amount=-float(amount), account_id=account_id)
flash('Expense added')
else: error = 'Not a valid category'
else: error = 'Not a valid account'
else: error = 'Not a valid date'
else: error = 'Not a valid amount'
# fetch user's categories, accounts and users
categories = our_expenses.get_categories()
if not categories: error = 'You need to define at least one category'
accounts = our_accounts.get_accounts()
if not accounts: error = 'You need to define at least one account'
# fetch users from connections from us
users = users.get_connections()
return render_template('admin_add_expense.html', **locals())
def add_expense():
'''Add an expense entry'''
error = None
current_user_id = session.get('logged_in_user')
our_accounts = Accounts(current_user_id)
our_expenses = Expenses(current_user_id)
users = Users(current_user_id)
if request.method == 'POST':
dict = __validate_expense_form()
for key in dict.keys():
exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# valid amount?
if is_float(amount):
# valid date?
if is_date(date):
# valid account?
if our_accounts.is_account(account_id=account_id):
# valid category?
if our_expenses.is_category(id=category_id):
# is it a shared expense?
if 'is_shared' in request.form:
# fetch values and check they are actually provided
if 'split' in request.form:
split = request.form['split']
else:
error = 'You need to provide a % split'
if 'user' in request.form:
shared_with_user = request.form['user']
else:
error = 'You need to provide a user'
# 'heavier' checks
if not error:
# valid percentage split?
if is_percentage(split):
# valid user sharing with?
if users.is_connection(
user_id=shared_with_user):
# figure out percentage split
loaned_amount = round(
(float(amount) *
(100 - float(split))) / 100,
2)
# create loans
our_loans = Loans(current_user_id)
our_loan_id = our_loans.add_loan(
other_user_id=shared_with_user,
date=date,
account_id=account_id,
description=description,
amount=-float(loaned_amount))
our_loans = Loans(shared_with_user)
their_loan_id = our_loans.add_loan(
other_user_id=current_user_id,
date=date,
description=description,
amount=loaned_amount)
# generate slugs for the new loans
our_slugs = Slugs(current_user_id)
slug = our_slugs.add_slug(
type='loan',
object_id=our_loan_id,
description=description)
their_slugs = Slugs(
shared_with_user)
their_slugs.add_slug(
type='loan',
object_id=their_loan_id,
slug=slug)
flash('Loan given')
# add new expense (loaner)
our_expense_id = our_expenses.add_expense(
date=date,
category_id=category_id,
account_id=account_id,
amount=float(amount) -
loaned_amount,
description=description)
# add new expenses (borrower)
their_expenses = Expenses(
shared_with_user)
their_expense_id = their_expenses.add_expense(
date=date,
amount=loaned_amount,
description=description,
pass_thru=True)
# fudge loan 'account' monies
our_accounts.modify_loan_balance(
amount=loaned_amount,
with_user_id=shared_with_user)
their_accounts = Accounts(
shared_with_user)
their_accounts.modify_loan_balance(
amount=-float(loaned_amount),
with_user_id=current_user_id)
# link loan and the expenses (through us)
our_expenses.link_to_loan(
expense_id=our_expense_id,
loan_id=our_loan_id,
shared_with=shared_with_user,
percentage=split,
original_amount=amount)
their_expenses.link_to_loan(
expense_id=their_expense_id,
loan_id=our_loan_id,
shared_with=current_user_id,
percentage=split,
original_amount=amount)
else:
error = 'Not a valid user sharing with'
else:
error = 'Not a valid % split'
else:
# add new expense
our_expenses.add_expense(
date=date,
category_id=category_id,
account_id=account_id,
amount=amount,
description=description)
if not error:
# debit from account
our_accounts.modify_user_balance(
amount=-float(amount),
account_id=account_id)
flash('Expense added')
else:
error = 'Not a valid category'
else:
error = 'Not a valid account'
else:
error = 'Not a valid date'
else:
error = 'Not a valid amount'
# fetch user's categories, accounts and users
categories = our_expenses.get_categories()
if not categories: error = 'You need to define at least one category'
accounts = our_accounts.get_accounts()
if not accounts: error = 'You need to define at least one account'
# fetch users from connections from us
users = users.get_connections()
return render_template('admin_add_expense.html', **locals())
def edit_expense(expense_id):
'''Edit expense entry'''
current_user_id = session.get('logged_in_user')
our_expenses = Expenses(current_user_id)
# is it valid?
expense = our_expenses.get_expense(expense_id)
if expense:
error = None
# early exit for shared expenses from the perspective of the shared with user
if (expense[0].pass_thru):
return __edit_pass_thru_expense(**locals())
our_accounts = Accounts(current_user_id)
our_users = Users(current_user_id)
# fetch user's categories, accounts and users
categories = our_expenses.get_categories()
if not categories: error = 'You need to define at least one category'
accounts = our_accounts.get_accounts()
if not accounts: error = 'You need to define at least one account'
# fetch users from connections from us
users = our_users.get_connections()
# fudge the total for the expense if we have a shared expense
if expense[1]: expense[0].amount = expense[4]
if request.method == 'POST':
dict = __validate_expense_form()
for key in dict.keys():
exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# valid amount?
if is_float(amount):
# valid date?
if is_date(date):
# valid account?
if our_accounts.is_account(account_id=account_id):
# valid category?
if our_expenses.is_category(id=category_id):
if expense[1]:
if 'is_shared' in request.form: # shared expense that will be shared
return __edit_shared_expense_into_shared(
**locals())
else: # shared expense that will be simple
return __edit_shared_expense_into_simple(
**locals())
else:
if 'is_shared' in request.form: # simple expense that will be shared
return __edit_simple_expense_into_shared(
**locals())
else: # simple expense that will be shared
return __edit_simple_expense_into_simple(
**locals())
else:
error = 'Not a valid category'
else:
error = 'Not a valid account'
else:
error = 'Not a valid date'
else:
error = 'Not a valid amount'
# show the form
return render_template('admin_edit_expense.html', **locals())
else:
return redirect(url_for('expenses.index'))
def __edit_shared_expense_into_shared(current_user_id, our_expenses, expense, our_accounts, our_users, date, description,
account_id, amount, error, category_id, categories, accounts, users, expense_id,
key=None, dict=None):
'''Edit a shared expense entry into a shared entry still'''
# fetch values and check they are actually provided
if 'split' in request.form: split = request.form['split']
else: error = 'You need to provide a % split'
if 'user' in request.form: shared_with_user = request.form['user']
else: error = 'You need to provide a user'
# 'heavier' checks
if not error:
# valid percentage split?
if is_percentage(split):
# valid user sharing with?
if our_users.is_connection(user_id=shared_with_user):
# figure out percentage split
loaned_amount = round((float(amount) * (100-float(split)))/100, 2)
loaned_then_amount = round((float(expense[0].amount) * (100-float(expense[3])))/100, 2)
# is our original and current account the same?
if expense[0].deduct_from == account_id:
# modify the difference between then and now
our_accounts.modify_user_balance(amount=expense[0].amount-float(amount), account_id=account_id)
else:
# credit our original account back
our_accounts.modify_user_balance(amount=expense[0].amount, account_id=expense[0].deduct_from)
# debit from our current account
our_accounts.modify_user_balance(amount=-float(amount), account_id=account_id)
our_loans = Loans(current_user_id)
their_loans = Loans(expense[2])
# get slug as a unique identifier
slug = our_loans.get_loan_slug(loan_id=expense[1])
# are we sharing the expense with the same user as before?
if expense[2] == int(shared_with_user):
# edit the loan entries
our_loans.edit_loan(other_user_id=shared_with_user, account_id=account_id, description=description,
amount=-float(loaned_amount), date=date, loan_id=expense[1])
their_loans.edit_loan(other_user_id=current_user_id, amount=loaned_amount, date=date, slug=slug)
# modify our loan account balance difference with the user
our_accounts.modify_loan_balance(amount=loaned_amount - loaned_then_amount,
with_user_id=shared_with_user)
# now for the user we share with
their_expenses = Expenses(shared_with_user)
their_accounts = Accounts(shared_with_user)
# the user now and then is the same, get their expense
their_expense = their_expenses.get_expense(loan_id=expense[1])
# modify their loan account balance
their_accounts.modify_loan_balance(amount=-loaned_amount + loaned_then_amount,
with_user_id=current_user_id)
# edit their expense amount
their_expenses.edit_expense(date=date, account_id=account_id, amount=loaned_amount,
expense_id=their_expense[0].id, pass_thru=True)
# update loan links
our_expenses.modify_loan_link(loan_id=expense[1], percentage=split, original_amount=amount)
their_expenses.modify_loan_link(loan_id=expense[1], percentage=split, original_amount=amount)
else:
# the other user we WERE sharing with
their_expenses = Expenses(expense[2])
their_accounts = Accounts(expense[2])
# credit our loan account
our_accounts.modify_loan_balance(amount=-float(loaned_then_amount), with_user_id=expense[2])
# fetch their expense
their_expense = their_expenses.get_expense(loan_id=expense[1])
# delete the shared user's expense
their_expenses.delete_expense(expense_id=their_expense[0].id)
# modify their loan status towards us
their_accounts.modify_loan_balance(amount=loaned_then_amount, with_user_id=current_user_id)
# unlink expenses to loan entries
our_expenses.unlink_loan(loan_id=expense[1])
# delete the original loans
our_loans.delete_loan(loan_id=expense[1])
their_loans.delete_loan(slug=slug)
flash('Loan reverted')
# create a loan from us to the new user
our_loan_id = our_loans.add_loan(other_user_id=shared_with_user, date=date, account_id=account_id,
description=description, amount=-float(loaned_amount))
# create a loan entry for the new user
their_loans = Loans(shared_with_user)
their_loan_id = their_loans.add_loan(other_user_id=current_user_id, date=date,
description=description, amount=loaned_amount)
# generate slugs for the new loans
our_slugs = Slugs(current_user_id)
slug = our_slugs.add_slug(type='loan', object_id=our_loan_id, description=description)
their_slugs = Slugs(shared_with_user)
their_slugs.add_slug(type='loan', object_id=their_loan_id, slug=slug)
flash('Loan given')
# modify loan monies for us
our_accounts.modify_loan_balance(amount=loaned_amount, with_user_id=shared_with_user)
# the CURRENT user we are sharing with
their_accounts = Accounts(shared_with_user)
# fudge loan 'account' monies for them
their_accounts.modify_loan_balance(amount=-float(loaned_amount), with_user_id=current_user_id)
their_expenses = Expenses(shared_with_user)
# add new expenses (borrower)
their_expense_id = their_expenses.add_expense(date=date, amount=loaned_amount,
description=description, pass_thru=True)
# create new loan - expense links
our_expenses.link_to_loan(expense_id=expense_id, loan_id=our_loan_id, shared_with=shared_with_user,
percentage=split, original_amount=amount)
their_expenses.link_to_loan(expense_id=their_expense_id, loan_id=our_loan_id, shared_with=current_user_id,
percentage=split, original_amount=amount)
# edit expense (loaner - us)
our_expenses.edit_expense(date=date, category_id=category_id, account_id=account_id,
amount=float(amount) - loaned_amount, description=description,
expense_id=expense_id)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(url_for('expenses.edit_expense', expense_id=expense_id))
else: error = 'Not a valid user sharing with'
else: error = 'Not a valid % split'
# show the form
return render_template('admin_edit_expense.html', **locals())
def __edit_simple_expense_into_shared(current_user_id, our_expenses, expense, our_accounts, our_users, date, description,
account_id, amount, error, category_id, categories, accounts, users, expense_id,
key=None, dict=None):
'''Edit a simple expense entry into a shared one'''
# fetch values and check they are actually provided
if 'split' in request.form: split = request.form['split']
else: error = 'You need to provide a % split'
if 'user' in request.form: shared_with_user = request.form['user']
else: error = 'You need to provide a user'
# 'heavier' checks
if not error:
# valid percentage split?
if is_percentage(split):
# valid user sharing with?
if our_users.is_connection(user_id=shared_with_user):
# figure out percentage split
loaned_amount = round((float(amount)*(100-float(split)))/100, 2)
# create loans
our_loans = Loans(current_user_id)
our_loan_id = our_loans.add_loan(other_user_id=shared_with_user, date=date,
account_id=account_id, description=description,
amount=-float(loaned_amount))
their_loans = Loans(shared_with_user)
their_loan_id = their_loans.add_loan(other_user_id=current_user_id, date=date,
description=description, amount=loaned_amount)
# generate slugs for the new loans
our_slugs = Slugs(current_user_id)
slug = our_slugs.add_slug(type='loan', object_id=our_loan_id,
description=description)
their_slugs = Slugs(shared_with_user)
their_slugs.add_slug(type='loan', object_id=their_loan_id, slug=slug)
flash('Loan given')
# is our original and current account the same?
if expense[0].deduct_from == account_id:
# modify the difference between then and now
our_accounts.modify_user_balance(amount=expense[0].amount-float(amount), account_id=account_id)
else:
# credit our original account back
our_accounts.modify_user_balance(amount=expense[0].amount, account_id=expense[0].deduct_from)
# debit from our current account
our_accounts.modify_user_balance(amount=-float(amount), account_id=account_id)
# edit expense (loaner - us)
our_expenses.edit_expense(date=date, category_id=category_id, account_id=account_id,
amount=float(amount) - loaned_amount, description=description,
expense_id=expense_id)
their_expenses = Expenses(shared_with_user)
their_accounts = Accounts(shared_with_user)
# add new expenses (borrower)
their_expense_id = their_expenses.add_expense(date=date, amount=loaned_amount,
description=description, pass_thru=True)
# modify their loan account balance
their_accounts.modify_loan_balance(amount=-float(loaned_amount), with_user_id=current_user_id)
# modify our loan account balance
our_accounts.modify_loan_balance(amount=loaned_amount, with_user_id=shared_with_user)
# link loan and the expenses
our_expenses.link_to_loan(expense_id=expense_id, loan_id=our_loan_id, shared_with=shared_with_user,
percentage=split, original_amount=amount)
their_expenses.link_to_loan(expense_id=their_expense_id, loan_id=our_loan_id,
shared_with=current_user_id, percentage=split, original_amount=amount)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(url_for('expenses.edit_expense', expense_id=expense_id))
else: error = 'Not a valid user sharing with'
else: error = 'Not a valid % split'
# show the form
return render_template('admin_edit_expense.html', **locals())
def edit_expense(expense_id):
'''Edit expense entry'''
current_user_id = session.get('logged_in_user')
our_expenses = Expenses(current_user_id)
# is it valid?
expense = our_expenses.get_expense(expense_id)
if expense:
error = None
# early exit for shared expenses from the perspective of the shared with user
if (expense[0].pass_thru):
return __edit_pass_thru_expense(**locals())
our_accounts = Accounts(current_user_id)
our_users = Users(current_user_id)
# fetch user's categories, accounts and users
categories = our_expenses.get_categories()
if not categories: error = 'You need to define at least one category'
accounts = our_accounts.get_accounts()
if not accounts: error = 'You need to define at least one account'
# fetch users from connections from us
users = our_users.get_connections()
# fudge the total for the expense if we have a shared expense
if expense[1]: expense[0].amount = expense[4]
if request.method == 'POST':
dict = __validate_expense_form()
for key in dict.keys(): exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# valid amount?
if is_float(amount):
# valid date?
if is_date(date):
# valid account?
if our_accounts.is_account(account_id=account_id):
# valid category?
if our_expenses.is_category(id=category_id):
if expense[1]:
if 'is_shared' in request.form: # shared expense that will be shared
return __edit_shared_expense_into_shared(**locals())
else: # shared expense that will be simple
return __edit_shared_expense_into_simple(**locals())
else:
if 'is_shared' in request.form: # simple expense that will be shared
return __edit_simple_expense_into_shared(**locals())
else: # simple expense that will be shared
return __edit_simple_expense_into_simple(**locals())
else: error = 'Not a valid category'
else: error = 'Not a valid account'
else: error = 'Not a valid date'
else: error = 'Not a valid amount'
# show the form
return render_template('admin_edit_expense.html', **locals())
else: return redirect(url_for('expenses.index'))
def __edit_simple_expense_into_shared(current_user_id,
our_expenses,
expense,
our_accounts,
our_users,
date,
description,
account_id,
amount,
error,
category_id,
categories,
accounts,
users,
expense_id,
key=None,
dict=None):
'''Edit a simple expense entry into a shared one'''
# fetch values and check they are actually provided
if 'split' in request.form: split = request.form['split']
else: error = 'You need to provide a % split'
if 'user' in request.form: shared_with_user = request.form['user']
else: error = 'You need to provide a user'
# 'heavier' checks
if not error:
# valid percentage split?
if is_percentage(split):
# valid user sharing with?
if our_users.is_connection(user_id=shared_with_user):
# figure out percentage split
loaned_amount = round(
(float(amount) * (100 - float(split))) / 100, 2)
# create loans
our_loans = Loans(current_user_id)
our_loan_id = our_loans.add_loan(
other_user_id=shared_with_user,
date=date,
account_id=account_id,
description=description,
amount=-float(loaned_amount))
their_loans = Loans(shared_with_user)
their_loan_id = their_loans.add_loan(
other_user_id=current_user_id,
date=date,
description=description,
amount=loaned_amount)
# generate slugs for the new loans
our_slugs = Slugs(current_user_id)
slug = our_slugs.add_slug(type='loan',
object_id=our_loan_id,
description=description)
their_slugs = Slugs(shared_with_user)
their_slugs.add_slug(type='loan',
object_id=their_loan_id,
slug=slug)
flash('Loan given')
# is our original and current account the same?
if expense[0].deduct_from == account_id:
# modify the difference between then and now
our_accounts.modify_user_balance(amount=expense[0].amount -
float(amount),
account_id=account_id)
else:
# credit our original account back
our_accounts.modify_user_balance(
amount=expense[0].amount,
account_id=expense[0].deduct_from)
# debit from our current account
our_accounts.modify_user_balance(amount=-float(amount),
account_id=account_id)
# edit expense (loaner - us)
our_expenses.edit_expense(date=date,
category_id=category_id,
account_id=account_id,
amount=float(amount) - loaned_amount,
description=description,
expense_id=expense_id)
their_expenses = Expenses(shared_with_user)
their_accounts = Accounts(shared_with_user)
# add new expenses (borrower)
their_expense_id = their_expenses.add_expense(
date=date,
amount=loaned_amount,
description=description,
pass_thru=True)
# modify their loan account balance
their_accounts.modify_loan_balance(
amount=-float(loaned_amount), with_user_id=current_user_id)
# modify our loan account balance
our_accounts.modify_loan_balance(amount=loaned_amount,
with_user_id=shared_with_user)
# link loan and the expenses
our_expenses.link_to_loan(expense_id=expense_id,
loan_id=our_loan_id,
shared_with=shared_with_user,
percentage=split,
original_amount=amount)
their_expenses.link_to_loan(expense_id=their_expense_id,
loan_id=our_loan_id,
shared_with=current_user_id,
percentage=split,
original_amount=amount)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(
url_for('expenses.edit_expense', expense_id=expense_id))
else:
error = 'Not a valid user sharing with'
else:
error = 'Not a valid % split'
# show the form
return render_template('admin_edit_expense.html', **locals())
def __edit_shared_expense_into_shared(current_user_id,
our_expenses,
expense,
our_accounts,
our_users,
date,
description,
account_id,
amount,
error,
category_id,
categories,
accounts,
users,
expense_id,
key=None,
dict=None):
'''Edit a shared expense entry into a shared entry still'''
# fetch values and check they are actually provided
if 'split' in request.form: split = request.form['split']
else: error = 'You need to provide a % split'
if 'user' in request.form: shared_with_user = request.form['user']
else: error = 'You need to provide a user'
# 'heavier' checks
if not error:
# valid percentage split?
if is_percentage(split):
# valid user sharing with?
if our_users.is_connection(user_id=shared_with_user):
# figure out percentage split
loaned_amount = round(
(float(amount) * (100 - float(split))) / 100, 2)
loaned_then_amount = round((float(expense[0].amount) *
(100 - float(expense[3]))) / 100,
2)
# is our original and current account the same?
if expense[0].deduct_from == account_id:
# modify the difference between then and now
our_accounts.modify_user_balance(amount=expense[0].amount -
float(amount),
account_id=account_id)
else:
# credit our original account back
our_accounts.modify_user_balance(
amount=expense[0].amount,
account_id=expense[0].deduct_from)
# debit from our current account
our_accounts.modify_user_balance(amount=-float(amount),
account_id=account_id)
our_loans = Loans(current_user_id)
their_loans = Loans(expense[2])
# get slug as a unique identifier
slug = our_loans.get_loan_slug(loan_id=expense[1])
# are we sharing the expense with the same user as before?
if expense[2] == int(shared_with_user):
# edit the loan entries
our_loans.edit_loan(other_user_id=shared_with_user,
account_id=account_id,
description=description,
amount=-float(loaned_amount),
date=date,
loan_id=expense[1])
their_loans.edit_loan(other_user_id=current_user_id,
amount=loaned_amount,
date=date,
slug=slug)
# modify our loan account balance difference with the user
our_accounts.modify_loan_balance(
amount=loaned_amount - loaned_then_amount,
with_user_id=shared_with_user)
# now for the user we share with
their_expenses = Expenses(shared_with_user)
their_accounts = Accounts(shared_with_user)
# the user now and then is the same, get their expense
their_expense = their_expenses.get_expense(
loan_id=expense[1])
# modify their loan account balance
their_accounts.modify_loan_balance(
amount=-loaned_amount + loaned_then_amount,
with_user_id=current_user_id)
# edit their expense amount
their_expenses.edit_expense(date=date,
account_id=account_id,
amount=loaned_amount,
expense_id=their_expense[0].id,
pass_thru=True)
# update loan links
our_expenses.modify_loan_link(loan_id=expense[1],
percentage=split,
original_amount=amount)
their_expenses.modify_loan_link(loan_id=expense[1],
percentage=split,
original_amount=amount)
else:
# the other user we WERE sharing with
their_expenses = Expenses(expense[2])
their_accounts = Accounts(expense[2])
# credit our loan account
our_accounts.modify_loan_balance(
amount=-float(loaned_then_amount),
with_user_id=expense[2])
# fetch their expense
their_expense = their_expenses.get_expense(
loan_id=expense[1])
# delete the shared user's expense
their_expenses.delete_expense(
expense_id=their_expense[0].id)
# modify their loan status towards us
their_accounts.modify_loan_balance(
amount=loaned_then_amount,
with_user_id=current_user_id)
# unlink expenses to loan entries
our_expenses.unlink_loan(loan_id=expense[1])
# delete the original loans
our_loans.delete_loan(loan_id=expense[1])
their_loans.delete_loan(slug=slug)
flash('Loan reverted')
# create a loan from us to the new user
our_loan_id = our_loans.add_loan(
other_user_id=shared_with_user,
date=date,
account_id=account_id,
description=description,
amount=-float(loaned_amount))
# create a loan entry for the new user
their_loans = Loans(shared_with_user)
their_loan_id = their_loans.add_loan(
other_user_id=current_user_id,
date=date,
description=description,
amount=loaned_amount)
# generate slugs for the new loans
our_slugs = Slugs(current_user_id)
slug = our_slugs.add_slug(type='loan',
object_id=our_loan_id,
description=description)
their_slugs = Slugs(shared_with_user)
their_slugs.add_slug(type='loan',
object_id=their_loan_id,
slug=slug)
flash('Loan given')
# modify loan monies for us
our_accounts.modify_loan_balance(
amount=loaned_amount, with_user_id=shared_with_user)
# the CURRENT user we are sharing with
their_accounts = Accounts(shared_with_user)
# fudge loan 'account' monies for them
their_accounts.modify_loan_balance(
amount=-float(loaned_amount),
with_user_id=current_user_id)
their_expenses = Expenses(shared_with_user)
# add new expenses (borrower)
their_expense_id = their_expenses.add_expense(
date=date,
amount=loaned_amount,
description=description,
pass_thru=True)
# create new loan - expense links
our_expenses.link_to_loan(expense_id=expense_id,
loan_id=our_loan_id,
shared_with=shared_with_user,
percentage=split,
original_amount=amount)
their_expenses.link_to_loan(expense_id=their_expense_id,
loan_id=our_loan_id,
shared_with=current_user_id,
percentage=split,
original_amount=amount)
# edit expense (loaner - us)
our_expenses.edit_expense(date=date,
category_id=category_id,
account_id=account_id,
amount=float(amount) - loaned_amount,
description=description,
expense_id=expense_id)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(
url_for('expenses.edit_expense', expense_id=expense_id))
else:
error = 'Not a valid user sharing with'
else:
error = 'Not a valid % split'
# show the form
return render_template('admin_edit_expense.html', **locals())
def __edit_shared_expense_into_simple(current_user_id,
our_expenses,
expense,
our_accounts,
our_users,
date,
description,
account_id,
amount,
error,
category_id,
categories,
accounts,
users,
expense_id,
key=None,
dict=None):
'''Edit a shared expense entry into a simple expense entry'''
our_loans = Loans(current_user_id)
# percentage split
loaned_then_amount = round(
(float(expense[0].amount) * (100 - float(expense[3]))) / 100, 2)
# credit our loan account
our_accounts.modify_loan_balance(amount=-float(loaned_then_amount),
with_user_id=expense[2])
their_expenses = Expenses(expense[2])
their_accounts = Accounts(expense[2])
their_loans = Loans(expense[2])
# fetch their expense
their_expense = their_expenses.get_expense(loan_id=expense[1])
# delete the shared user's expense
their_expenses.delete_expense(expense_id=their_expense[0].id)
# delete their loan status towards us
their_accounts.modify_loan_balance(amount=expense[4],
with_user_id=current_user_id)
# unlink expenses to loan entries
our_expenses.unlink_loan(loan_id=expense[1])
# get slug as a unique identifier
slug = our_loans.get_loan_slug(loan_id=expense[1])
# delete the original loans
our_loans.delete_loan(loan_id=expense[1])
their_loans.delete_loan(slug=slug)
flash('Loan reverted')
# credit our account back with the full amount (expense amount + loaned amount)
our_accounts.modify_user_balance(amount=float(expense[0].amount),
account_id=expense[0].deduct_from)
# debit from account
our_accounts.modify_user_balance(amount=-float(amount),
account_id=account_id)
# edit expense
our_expenses.edit_expense(date=date,
category_id=category_id,
account_id=account_id,
amount=amount,
description=description,
expense_id=expense_id)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(url_for('expenses.edit_expense', expense_id=expense_id))