def export(direction=None, user=None, date=None):
'''Export loan entries'''
current_user_id = session.get('logged_in_user')
our_loans = Loans(current_user_id)
our_users = Users(current_user_id)
# fetch loans
loans = our_loans.get_loans()
# fetch users from connections from us
users = our_users.get_connections()
# provided user?
if user:
# valid slug?
user_id = our_users.is_connection(slug=user)
if user_id: loans = our_loans.get_loans(user_id=user_id)
# provided a date range?
date_range = translate_date_range(date)
if date_range:
loans = our_loans.get_loans(date_from=date_range['low'], date_to=date_range['high'])
# date ranges for the template
date_ranges = get_date_ranges()
# provided a direction?
if direction: loans = our_loans.get_loans(direction=direction)
response = make_response(render_template('admin_export_loans.html', **locals()))
response.headers['Content-type'] = 'text/csv'
response.headers['Content-disposition'] = 'attachment;filename=' + 'loans-' + str(today_date()) + '.csv'
return response
def index(direction=None, user=None, date=None, page=1, items_per_page=10):
'''List loans user has with other users'''
current_user_id = session.get('logged_in_user')
our_loans = Loans(current_user_id)
our_users = Users(current_user_id)
# fetch loans
loans = our_loans.get_loans()
# fetch users from connections from us
users = our_users.get_connections()
# provided user?
if user:
# valid slug?
user_id = our_users.is_connection(slug=user)
if user_id: loans = our_loans.get_loans(user_id=user_id)
# provided a date range?
date_range = translate_date_range(date)
if date_range:
loans = our_loans.get_loans(date_from=date_range['low'], date_to=date_range['high'])
# date ranges for the template
date_ranges = get_date_ranges()
# provided a direction?
if direction: loans = our_loans.get_loans(direction=direction)
# build a paginator
paginator = Pagination(loans, page, items_per_page, loans.count(),
loans.offset((page - 1) * items_per_page).limit(items_per_page))
return render_template('admin_show_loans.html', **locals())
def connect_with_user():
'''Make a connection with a 'normal' user'''
error = None
current_user_id = session.get('logged_in_user')
if request.method == 'POST':
# fetch values and check they are actually provided
if 'key' in request.form:
key_value = request.form['key']
useri = Users(current_user_id)
key_user_id = useri.validate_key(key_value)
# valid key
if key_user_id:
# cannot connect to ourselves and make a connection that has already been made ;)
if not key_user_id == current_user_id and not useri.is_connection(user_id=key_user_id):
# create connections from us to them and back
useri.add_connection(key_user_id)
flash('Connection made')
else: error = 'I can haz myself impossible'
else: error = 'Invalid key'
else: error = 'You need to provide a key'
return render_template('admin_connect_with_user.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 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())
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())
