def dashboard():
dashboard = 'dashboard.html'
dashboard_admin = 'dashboard_admin.html'
jumbomessage = None
accounts = None
networth = 0.00
inexAllGraph = exAllGraph = inexYearlyAllGraph = None
unread = None
if not request.method == "POST":
if 'logged_in' in session:
if session['username'] == 'admin':
return render_template(dashboard_admin)
jumbomessage = dashboardMessage(session['username'])
if checkTotalAccounts(session['username']) != 0:
accounts = getAccounts(session['username'])
networth = getNetworth(session['username'])
inexAllGraph = inexTrendAll(session['username'])
exAllGraph = exTrendAll(session['username'])
inexYearlyAllGraph = inexTrendYearlyAll(session['username'])
unreadCount = getInboxCount(session['username'], "unread")
if unreadCount > 0:
unread = unreadCount
return render_template(dashboard, jumbomessage=jumbomessage, accounts=accounts, networth=networth, inexAllGraph=inexAllGraph, inexYearlyAllGraph=inexYearlyAllGraph, exAllGraph=exAllGraph, unread=unread)
return render_template('index.html', message="You need to login first", mtype="warning")
username = request.form['username']
password = request.form['password']
if checkLogin(username, password):
session['logged_in'] = True
session['username'] = username
session['user'] = getNameofUser(username)
if username == "admin":
return render_template(dashboard_admin)
else:
# Check if user has investment accounts
if not checkTotalInvestmentAccounts(session['username']) == 0:
# Fetch MF NAV data to temp file
mfNAV2File()
jumbomessage = dashboardMessage(username)
if checkTotalAccounts(username) != 0:
accounts = getAccounts(username)
networth = getNetworth(username)
inexAllGraph = inexTrendAll(session['username'])
inexYearlyAllGraph = inexTrendYearlyAll(session['username'])
exAllGraph = exTrendAll(session['username'])
unreadCount = getInboxCount(session['username'], "unread")
if unreadCount > 0:
unread = unreadCount
return render_template(dashboard, jumbomessage=jumbomessage, accounts=accounts, networth=networth, inexAllGraph=inexAllGraph, inexYearlyAllGraph=inexYearlyAllGraph, exAllGraph=exAllGraph, unread=unread)
else:
return render_template('index.html', message="Invalid credentials. Please try again", mtype="danger")
def account_transactions(username, accountname, period):
transactions = year = month = None
curyear = datetime.now().year
if username and accountname and period:
if request.method == "POST":
year = request.form['year']
month = request.form['month']
transactions = getTransactions(username, accountname, period, year, month)
accinfo = getAccounts(username, accountname)
return render_template('account-transactions.html', username=username, accinfo=accinfo, transactions=transactions, curyear=curyear)
def transferfunds():
if checkTotalAccounts(session['username']) == 0:
flash("Please add some accounts first before trying to transfer funds!!")
jumbomessage = dashboardMessage(session['username'])
return render_template('dashboard.html', jumbomessage=jumbomessage)
accounts = getAccounts(session['username'])
if request.method == "POST":
fromacc = request.form['fromaccount']
toacc = request.form['toaccount']
amount = request.form['amount']
date = request.form['date']
notes = request.form['notes']
addTransactionsDB(date, notes, amount, "TRANSFER OUT", fromacc, session['username'])
addTransactionsDB(date, notes, amount, "TRANSFER IN", toacc, session['username'])
flash("Funds transferred from %s to %s successfully" % (fromacc, toacc))
return render_template('transferfunds.html', accounts=accounts)
def addtransaction():
if checkTotalAccounts(session['username']) == 0:
flash("Please add an account first before trying to add a transaction!!")
jumbomessage = dashboardMessage(session['username'])
return render_template('dashboard.html', jumbomessage=jumbomessage)
inc_categories, exp_categories = getCategories()
categories = exp_categories + inc_categories
accounts = getAccounts(session['username'])
if request.method == "POST":
account = request.form['account']
category = request.form['category']
amount = request.form['amount']
date = request.form['date']
notes = request.form['notes']
flash(addTransactionsDB(date, notes, amount, category, account, session['username']))
return render_template('addtransaction.html', categories=categories, accounts=accounts)