def category_edit(cid):
category_object = Category()
if request.method == 'GET':
try:
category = category_object.fetch_one_by_id(cid)
commit_database()
return render_template('setting/edit/edit_category.html',
category=category)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.category_view', cid=cid))
cat_name = request.form.get('name', '')
if not cat_name.strip():
flash('No Category name!', 'error')
return redirect(url_for('setting.category_view', cid=cid))
category_object.name = cat_name
category_object.id = cid
try:
category_object.update_category()
flash('Category updated!', 'success')
commit_database()
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.category_view', cid=cid))
def degree_edit(degree_id):
degree_object = Degree()
degree_object.id = degree_id
if request.method == 'GET':
try:
degree = degree_object.fetch_one_by_id(degree_id)
commit_database()
return render_template('setting/edit/edit_degree.html',
degree=degree)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.degree_view',
degree_id=degree_id))
try:
degree_object.name = request.form.get('name', '')
degree_object.update_degree()
flash('Degree got updated!', 'success')
commit_database()
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.degree_view', degree_id=degree_id))
def sub_category_edit(sid):
sub_category_object = SubCategory()
if request.method == 'GET':
try:
sub_category = sub_category_object.fetch_one_by_id(sid)
categories = Category().fetch_all_in_order()
cards = Card().fetch_all_in_order(order='bank, name')
degrees = Degree().fetch_all_in_order(order='id')
commit_database()
return render_template('setting/edit/edit_subcategory.html',
sub_category=sub_category,
category=categories,
cards=cards,
degrees=degrees)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.sub_category_view', sid=sid))
try:
sub_category_object.load_a_sub_category(request.form)
sub_category_object.id = sid
sub_category_object.update_sub_category()
flash('Sub-category updated!', 'success')
commit_database()
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.sub_category_view', sid=sid))
def spending_edit(spending_id):
category_object = Category()
sub_category_object = SubCategory()
card_object = Card()
degree_object = Degree()
spending_object = Spending()
spending_object.id = spending_id
if request.method == 'GET':
try:
categories = category_object.fetch_all_in_order()
sub_categories = sub_category_object.fetch_all_in_order()
cards = card_object.fetch_all_in_order(order='bank, name')
degrees = degree_object.fetch_all_in_order()
spending = spending_object.fetch_one_by_id(spending_id)
date = '/'.join([
str(spending['mon']),
str(spending['daynum']),
str(spending['yr'])
])
settings = {
'cats': categories,
'subCats': sub_categories,
'cards': cards,
'degrees': degrees
}
commit_database()
return render_template('spending/edit_spending.html',
settings=settings,
spending=spending,
date=date)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('report.view_all_spending'))
spending_object.load_spending_values(request)
spending_object.category = sub_category_object.fetch_one_by_id(
spending_object.sub_category)['c_id']
try:
balance = card_object.fetch_one_by_id(
spending_object.card)['cur_balance']
balance += spending_object.amount
card_object.id = spending_object.card
card_object.cur_balance = balance
spending_object.update_a_spending()
card_object.update_card_balance()
commit_database()
flash('Spending has been updated!', 'success')
except Exception as e:
flash(e, 'error')
rollback_database()
finally:
return redirect(url_for('report.view_all_spending'))
def sub_category_add(cid):
if request.method == 'GET':
try:
category = Category().fetch_one_by_id(cid)
cards = Card().fetch_all_in_order(order='bank, name')
degrees = Degree().fetch_all_in_order(order='id')
commit_database()
return render_template('setting/add_subcategory.html',
category=category,
cards=cards,
degrees=degrees)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.catalog'))
sub_category_object = SubCategory()
try:
sub_category_object.load_a_sub_category(request.form)
sub_category_object.add_a_sub_category()
flash('Sub-category added!', 'success')
commit_database()
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.catalog'))
def card_edit(card_id):
card_object = Card()
card_object.id = card_id
if request.method == 'GET':
try:
card = card_object.fetch_one_by_id(card_id)
commit_database()
return render_template('setting/edit/edit_card.html', card=card)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.card_view', card_id=card_id))
try:
card_object.load_a_card(request.form)
card_object.update_card_information()
flash('Card information updated!', 'success')
commit_database()
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.card_view', card_id=card_id))
def spending_add_from_card(card_id):
category_object = Category()
sub_category_object = SubCategory()
card_object = Card()
degree_object = Degree()
spending_object = Spending()
if request.method == 'GET':
try:
categories = category_object.fetch_all_in_order()
sub_categories = sub_category_object.fetch_all_in_order()
degrees = degree_object.fetch_all_in_order(order='id')
card_info = card_object.fetch_one_by_id(card_id)
settings = {
'cats': categories,
'subCats': sub_categories,
'card': card_info,
'degrees': degrees
}
commit_database()
return render_template('spending/add_card_spending.html',
settings=settings)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('index.index'))
spending_object.load_spending_values(request)
spending_object.category = sub_category_object.fetch_one_by_id(
spending_object.sub_category)['c_id']
mode = request.form.get('mode', 'com')
try:
balance = card_object.fetch_one_by_id(
spending_object.card)['cur_balance']
balance += spending_object.amount
card_object.id = spending_object.card
card_object.cur_balance = balance
spending_object.add_a_spending()
card_object.update_card_balance()
commit_database()
flash('A spending has been added!', 'success')
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('index.index'))
if mode == 'com': # Add and Complete
return redirect(url_for('index.index'))
elif mode == 'aaa': # Add and Another
return redirect(
url_for('spending.spending_add_from_card', card_id=card_id))
def index():
try:
cards = Card().fetch_all_in_order(order='bank, name')
except Exception as e:
flash(e, 'error')
cards = []
commit_database()
return render_template('index.html', cards=cards)
def card_view(card_id):
try:
card = Card().fetch_one_by_id(card_id)
commit_database()
return render_template('setting/view/view_card.html', card=card)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.catalog'))
def degree_view(degree_id):
try:
degree = Degree().fetch_one_by_id(degree_id)
commit_database()
return render_template('setting/view/view_degree.html', degree=degree)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.catalog'))
def card_add():
if request.method == 'GET':
return render_template('setting/add_card.html')
card_object = Card()
try:
card_object.load_a_card(request.form)
card_object.add_a_new_card()
flash('A new card added!', 'success')
commit_database()
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.catalog'))
def sub_category_view(sid):
try:
sub_category = SubCategory().fetch_one_by_id(sid)
sub_cat_dict = dict(sub_category)
sub_cat_dict['c_name'] = Category().fetch_one_by_id(
sub_category['c_id'])['name']
sub_cat_dict['default_card'] = Card().get_a_card_name(
sub_category['default_card'])
sub_cat_dict['default_degree'] = Degree().get_a_degree_name(
sub_category['default_degree'])
commit_database()
return render_template('setting/view/view_subcategory.html',
sub_category=sub_cat_dict)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.catalog'))
def degree_add():
if request.method == 'GET':
return render_template('setting/add_degree.html')
degree_object = Degree()
degree_object.name = request.form.get('name', '')
if not degree_object.name.strip():
flash('No Degree name!', 'error')
return redirect(url_for('setting.catalog'))
try:
degree_object.add_a_degree()
flash('A new degree added!', 'success')
commit_database()
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.catalog'))
def catalog():
try:
categories = Category().fetch_all_in_order()
sub_categories = SubCategory().fetch_all_in_order()
cards = Card().fetch_all_in_order(order='bank, name')
degrees = Degree().fetch_all_in_order(order='id')
settings = {
'cat': categories,
'sub': sub_categories,
'card': cards,
'degree': degrees
}
commit_database()
return render_template('setting/catalog.html', settings=settings)
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('index.index'))
def category_add():
if request.method == 'GET':
return render_template('setting/add_category.html')
cat_name = request.form.get('name', '')
if not cat_name.strip():
flash('No Category name!', 'error')
return redirect(url_for('setting.catalog'))
category_object = Category()
category_object.name = cat_name
try:
category_object.add_a_category()
flash('Category added!', 'success')
commit_database()
except Exception as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('setting.catalog'))
def save_statement_data():
sub_category_object = SubCategory()
card_object = Card()
# initiate the transaction counts and valid transactions with the count of transactions and 0
transaction_counts, valid_transactions = int(request.form.get('count',
0)), 0
# get the card name from the form
card_name = request.form.get('card', '')
statement_name = request.form.get('filename', '')
# then get the card database entry by the card name
card = card_object.fetch_one_card_by_name(card_name)
total_amount = card['cur_balance']
# get the preset from form, which is in json format, and converted into dictionary using ast.literal_eval()
preset = ast.literal_eval(request.form.get('preset', ''))
try:
# loop through all the transactions
for index in range(transaction_counts):
# if this transaction is not excluded, then save the transaction into database
if request.form.get(f'exclude{index + 1}', 'False') == 'False':
spending = Spending()
# Compose each single transaction's detail by getting those information by the index
spending.name = request.form.get(f'name{index + 1}', 'N/A')
spending.sub_category = request.form.get(
f'category{index + 1}', -1)
spending.amount = request.form.get(f'amount{index + 1}', 0)
spending.card = card.id
spending.degree = request.form.get(f'degree{index + 1}', -1)
spending.comments = request.form.get(f'note{index + 1}', '')
date = request.form.get(f'date{index + 1}', '01/01/1960')
# get the sub_category object from database using the sub_category_id
spending.category = sub_category_object.fetch_one_by_id(
spending.sub_category)['c_id']
# match the date information from transaction using regular expression
# by doing so, I can get the year, month and day using the position of the date_match
date_match = re.fullmatch(
r"([0-9]{1,2})/([0-9]{1,2})/([0-9]{2,4})", date)
spending.yr = int(date_match.group(3))
spending.mon = int(date_match.group(1))
spending.daynum = int(date_match.group(2))
spending.add_a_spending()
# increase the valid transaction number
valid_transactions += 1
total_amount += float(spending.amount)
# if the transaction is not already in the preset,
# then save the transaction into the preset dictionary.
if spending.name not in preset:
preset[spending.name] = {
'name': spending.name,
'category': spending.sub_category,
'degree': spending.degree
}
card_object.id = card.id
card_object.cur_balance = total_amount
card_object.last_statement = statement_name
card_object.update_card_statement_information()
# Update card information
# db.execute(
# 'UPDATE cards SET last_statement = ?, cur_balance = ?'
# ' WHERE id = ?',
# (statement_name, total_amount, card['id'])
# )
# Then commit the database after all transactions are saved
# save the preset back to the preset file, if the preset is not empty
if preset:
if card_name in ('Freedom - Chase', 'Unlimited - Chase',
'Sapphire - Chase'):
transaction_preset = os.path.join(
current_app.config['PRELOAD_FOLDER'],
'chase_credit_' + current_app.config['PRESET_FILE_NAME'])
elif card == 'Checking - Chase':
transaction_preset = os.path.join(
current_app.config['PRELOAD_FOLDER'],
'chase_checking_' + current_app.config['PRESET_FILE_NAME'])
elif card == 'Apple - Goldman Sachs':
transaction_preset = os.path.join(
current_app.config['PRELOAD_FOLDER'],
'apple_' + current_app.config['PRESET_FILE_NAME'])
elif card in ('AA - Citi', 'Costco - Citi',
'Double Cash Back - Citi'):
transaction_preset = os.path.join(
current_app.config['PRELOAD_FOLDER'],
'citi_' + current_app.config['PRESET_FILE_NAME'])
else:
transaction_preset = os.path.join(
current_app.config['PRELOAD_FOLDER'],
current_app.config['PRESET_FILE_NAME'])
# get a list of the keys of preset dictionary, which are the saved transaction name
sample_entrys = list(preset.keys())
# create an empty list to hold all the transactions in dictionary format
# and save each transaction into the list
dict_list = []
for entry in sample_entrys:
dict_list.append(preset[entry])
# Then get the keys from a single transaction, which will be the header of the preset csv file
keys = preset[sample_entrys[0]].keys()
# Open the preset csv files in the writing mode, and save the list of dictionary into the csv,
# with the keys as header
with open(transaction_preset, 'w+', newline='') as output_file:
dict_writer = csv.DictWriter(output_file, keys)
dict_writer.writeheader()
dict_writer.writerows(dict_list)
# Flash the successful message to the screen
flash(f'{valid_transactions} spendings are added!', 'success')
# and return to the report page of that card
commit_database()
return redirect(url_for('report.add_spending_card',
card_id=card['id']))
# If any exception raised, flash the error message and rollback the database and return to the index page.
except TypeError as e:
flash(e, 'error')
rollback_database()
return redirect(url_for('index.index'))
def spending_add_from_statement():
# Check if there is file received from the form
# If there is not, then return to the index page; otherwise, continue
if 'statement_pdf' not in request.files:
flash('No file part')
return redirect(url_for('index.index'))
# Get the card information from the form
card = request.form['card']
# get the actual file object from the form
file = request.files['statement_pdf']
# If there is no filename, then return to the index page
if file.filename == '':
flash('No selected file')
return redirect(url_for('index.index'))
# get the filename from the file object
filename = secure_filename(file.filename)
# compose the /path_to_statement/filename by adding the CONSTANTS from the application
path_to_statement = os.path.join(
current_app.config['UPLOAD_STATEMENT_FOLDER'], filename)
# save the file to the temporary directory, which will be deleted later
file.save(path_to_statement)
# create an empty list for the content of pdf files
inputs = []
# extract information from the statements of different cards,
# and generate the path to the preset according to differnet card
if card in ('Freedom - Chase', 'Unlimited - Chase', 'Sapphire - Chase'):
inputs = read_pdf_statement_chase(path_to_statement, 'chase_credit')
transaction_preset = os.path.join(
current_app.config['PRELOAD_FOLDER'],
'chase_credit_' + current_app.config['PRESET_FILE_NAME'])
elif card == 'Checking - Chase':
inputs = read_pdf_statement_chase(path_to_statement, 'chase_checking')
transaction_preset = os.path.join(
current_app.config['PRELOAD_FOLDER'],
'chase_checking_' + current_app.config['PRESET_FILE_NAME'])
elif card == 'Apple - Goldman Sachs':
inputs = read_apple_csv_transactions(path_to_statement)
transaction_preset = os.path.join(
current_app.config['PRELOAD_FOLDER'],
'apple_' + current_app.config['PRESET_FILE_NAME'])
elif card in ('AA - Citi', 'Costco - Citi', 'Double Cash Back - Citi'):
inputs = read_pdf_statement_citi(path_to_statement, 'citi')
transaction_preset = os.path.join(
current_app.config['PRELOAD_FOLDER'],
'citi_' + current_app.config['PRESET_FILE_NAME'])
else:
transaction_preset = os.path.join(
current_app.config['PRELOAD_FOLDER'],
current_app.config['PRESET_FILE_NAME'])
# open the 'preset' csv file, and read the contents into a dictionary,
# whose key is name of each transaction, and value would be another dictionary,
# whose keys are name, category and degree, whose value are the value from each transaction
try:
with open(transaction_preset, 'r') as csv_file:
preset = {
row['name']: {k: v
for k, v in row.items()}
for row in csv.DictReader(csv_file, skipinitialspace=True)
}
except FileNotFoundError:
with open('temp/preload/transaction_preset.csv', 'r') as csv_file:
preset = {
row['name']: {k: v
for k, v in row.items()}
for row in csv.DictReader(csv_file, skipinitialspace=True)
}
# def generate():
# with open(path) as f:
# yield from f
#
# os.remove(path)
# After reading and extracting the context from the pdf statements,
# delete the pdf files saved in the temporary directory
os.remove(path_to_statement)
# getting those basic information from the database
category_object = Category()
sub_category_object = SubCategory()
degree_object = Degree()
categories = category_object.fetch_all_in_order()
sub_categories = sub_category_object.fetch_all_in_order()
degrees = degree_object.fetch_all_in_order(order='id')
settings = {
'cats': categories,
'subCats': sub_categories,
'degrees': degrees
}
subcat_degree_map = {
sub_category['id']: sub_category['default_degree']
for sub_category in sub_categories
}
commit_database()
# Then pass the pdf contents, preset configuration and basic information into the template
return render_template('spending/add_spending_from_statement.html',
card=card,
inputs=inputs,
settings=settings,
preset=preset,
filename=filename,
subcat_degree_map=json.dumps(subcat_degree_map))
