def update_bucket_priority(account: Account, bucketName: str,
newPriority: int):
bucket = bucket_by_account_and_name(account, bucketName)
bucket.priority = newPriority
account.save()
return bucket
def add_bucket_to_account(account: Account,
name: str,
priority: int,
due_day_of_month: int,
spend_category: SpendCategory,
base_budget_amount: float = 0.0,
perc_budget_amount: float = 0.0,
waterfall_amount: float = 0.0,
saved_amount: float = 0.0,
percent_of_income_adjustment_amount: float = 0.0,
payment_method: PaymentMethod = None,
payment_account: str = None,
provider: str = None) -> Bucket:
bucket = Bucket()
bucket.name = name
bucket.priority = priority
bucket.due_day_of_month = due_day_of_month
bucket.spend_category = spend_category.name
bucket.base_budget_amount = base_budget_amount
bucket.perc_budget_amount = perc_budget_amount
bucket.waterfall_amount = waterfall_amount
bucket.saved_amount = saved_amount
bucket.percent_of_income_adjustment_amount = percent_of_income_adjustment_amount
if payment_account: bucket.payment_account = payment_account
if payment_method: bucket.payment_method = payment_method.name
if provider: bucket.provider = provider
account = Account.objects(id=account.id).first()
account.buckets.append(bucket)
account.save()
return bucket
def update_bucket_percentage_budget_amount(account: Account, bucketName: str,
newAmount: float):
bucket = bucket_by_account_and_name(account, bucketName)
bucket.perc_budget_amount = round(newAmount, 2)
account.save()
return bucket
def update_bucket_percentage_amount(account: Account, bucketName: str,
newPerc: float):
bucket = bucket_by_account_and_name(account, bucketName)
bucket.percent_of_income_adjustment_amount = round(newPerc, 2)
account.save()
return bucket
def update_bucket_waterfall_amount(account: Account, bucketName: str,
newAmount: float):
bucket = bucket_by_account_and_name(account, bucketName)
bucket.waterfall_amount = round(newAmount, 2)
account.save()
return bucket
def add_open_balance_to_account(account: Account, balanceName: str,
balanceValue: float):
balance = OpenBalance()
balance.name = balanceName
balance.amount = balanceValue
balance.entry_date = datetime.datetime.now()
account.openBalances.append(balance)
account.save()
return balance
def query_account(query, accountNames: List[str] = None) -> List[Account]:
if accountNames is None:
accounts = Account.objects()
else:
accounts = Account.objects().filter(account_name__in=accountNames)
if query == "":
return accounts.order_by('date_stamp')
else:
return accounts.filter(__raw__=query).order_by('date_stamp')
def enter_account_if_not_exists(name: str, description: str,
type: AccountType) -> Account:
existing = Account.objects(account_name=name)
if len(existing) > 0:
return None
else:
return enter_account(name, description, type)
def enter_account(name: str, description: str, type: AccountType) -> Account:
account = Account()
account.account_name = name
account.description = description
account.type = type.name
account.status = AccountStatus.ACTIVE.name
account.save()
return account
def buckets_by_account(account: Account, raw_return=False) -> List[Bucket]:
buckets = Account.objects(id=account.id).first().buckets
if raw_return:
return buckets.as_pymongo()
else:
bucket_list = [bucket for bucket in buckets]
return bucket_list
def balances_by_account(account: Account,
raw_return=False) -> List[OpenBalance]:
balances = Account.objects(id=account.id).first().openBalances
logging.debug(balances)
if raw_return:
return balances.as_pymongo()
else:
balance_list = [balance for balance in balances]
return balance_list
def update_bucket(account: Account,
bucketName: str,
priority: int = None,
due_day_of_month: int = None,
spend_category: SpendCategory = None,
base_budget_amount: float = None,
perc_budget_amount: float = None,
waterfall_amount: float = None,
saved_amount: float = None,
percent_of_income_adjustment_amount: float = None,
payment_method: PaymentMethod = None,
payment_account: str = None,
provider: str = None):
bucket = bucket_by_account_and_name(account, bucketName)
if bucket is not None:
bucket.priority = priority if priority else bucket.priority
bucket.due_day_of_month = due_day_of_month if due_day_of_month else bucket.due_day_of_month
bucket.spend_category = spend_category.name if spend_category else bucket.spend_category
bucket.base_budget_amount = base_budget_amount if base_budget_amount else bucket.base_budget_amount
bucket.perc_budget_amount = perc_budget_amount if perc_budget_amount else bucket.perc_budget_amount
bucket.waterfall_amount = waterfall_amount if waterfall_amount else bucket.waterfall_amount
bucket.saved_amount = saved_amount if saved_amount else bucket.saved_amount
bucket.percent_of_income_adjustment_amount = percent_of_income_adjustment_amount if percent_of_income_adjustment_amount else bucket.percent_of_income_adjustment_amount
bucket.provider = provider if provider else bucket.provider
bucket.payment_account = payment_account if payment_account else bucket.payment_account
bucket.payment_method = payment_method.name if payment_method else bucket.payment_method
else:
bucket = add_bucket_to_account(
account, bucketName, priority, due_day_of_month, spend_category,
base_budget_amount, perc_budget_amount, waterfall_amount,
saved_amount, percent_of_income_adjustment_amount, payment_method,
payment_account, provider)
account.save()
return bucket
def inactivate_account(account: Account):
account.status = AccountStatus.INACTIVE.name
account.save()
return account
def delete_bucket_from_account(account, bucketName):
# bucket = bucket_by_name(account, bucketName)
success = Account.objects(id=account.id).update_one(
pull__buckets__name=bucketName)
return success
def bucket_by_name(account: Account, bucket_name: str) -> Bucket:
buckets = Account.objects(id=account.id).first().buckets
bucket = next((bucket for bucket in buckets if bucket.name == bucket_name),
None)
return bucket
def account_by_name(account_name: str) -> Account:
return Account.objects(account_name=account_name).first()