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 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 give(): '''Give a loan or pay someone back''' current_user_id = session.get('logged_in_user') our_accounts = Accounts(current_user_id) if request.method == 'POST': dict = __validate_give_loan_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=deduct_from_account): # add our loans entry our_loans = Loans(current_user_id) our_loan_id = our_loans.add_loan(other_user_id=to_user, date=date, account_id=deduct_from_account, description=description, amount=-float(amount)) # add their loans entry their_loans = Loans(to_user) their_loan_id = their_loans.add_loan(other_user_id=current_user_id, date=date, account_id=deduct_from_account, description=description, amount=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(to_user) their_slugs.add_slug(type='loan', object_id=their_loan_id, slug=slug) their_accounts = Accounts(to_user) # transfer money from/to respective accounts our_accounts.modify_user_balance(account_id=deduct_from_account, amount=-float(amount)) their_accounts.modify_user_balance(amount=amount) # fudge loan 'account' monies our_accounts.modify_loan_balance(amount=amount, with_user_id=to_user) their_accounts.modify_loan_balance(amount=-float(amount), with_user_id=current_user_id) flash('Loan given') else: error = 'Not a valid source account' else: error = 'Not a valid date' else: error = 'Not a valid amount' # fetch users from connections from us our_users = Users(current_user_id) users = our_users.get_connections() accounts = our_accounts.get_accounts() return render_template('admin_give_loan.html', **locals())
def search(): '''Search loans''' current_user_id = session.get('logged_in_user') our_loans = Loans(current_user_id) our_users = Users(current_user_id) # query query = request.form['q'] if 'q' in request.form else "" # fetch loans loans = our_loans.get_loans() # filter loans = loans.filter(LoansTable.description.like("%"+query+"%")) # fetch users from connections from us users = our_users.get_connections() # date ranges for the template date_ranges = get_date_ranges() return render_template('admin_search_loans.html', **locals())
def __edit_give_loan(loan_id, our_loans, loan, current_user_id): '''Editing of loan entries where we were giving money''' our_accounts = Accounts(current_user_id) if request.method == 'POST': # POST dict = __validate_give_loan_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=deduct_from_account): their_accounts = Accounts(loan.other_user) # first roll back user balances our_accounts.modify_user_balance(account_id=loan.account, amount=loan.amount) their_accounts.modify_user_balance(amount=-float(loan.amount)) # now roll back loan account monies our_accounts.modify_loan_balance(amount=-float(loan.amount), with_user_id=loan.other_user) their_accounts.modify_loan_balance(amount=loan.amount, with_user_id=current_user_id) # the user might have changed... if loan.other_user != to_user: their_accounts = Accounts(to_user) # transfer money from/to respective accounts our_accounts.modify_user_balance(account_id=deduct_from_account, amount=-float(amount)) their_accounts.modify_user_balance(amount=amount) # fudge loan 'account' monies our_accounts.modify_loan_balance(amount=amount, with_user_id=to_user) their_accounts.modify_loan_balance(amount=-float(amount), with_user_id=current_user_id) # get slug as a unique identifier slug = our_loans.get_loan_slug(loan_id=loan_id) # the user might have changed... their_loans = Loans(loan.other_user) if loan.other_user != to_user: # delete their original loan entry (and its slug) their_loans.delete_loan(slug=slug) # new user their_loans = Loans(to_user) their_loan_id = their_loans.add_loan(other_user_id=current_user_id, date=date, description=description, amount=amount) # save their new slug their_slugs = Slugs(to_user) their_slugs.add_slug(type='loan', object_id=their_loan_id, slug=slug) else: # update their loans entry their_loans.edit_loan(other_user_id=current_user_id, date=date, description=description, amount=amount, slug=slug) # update our loans entry our_loans.edit_loan(other_user_id=to_user, date=date, description=description, amount=-float(amount), account_id=deduct_from_account, loan_id=loan_id) flash('Loan edited') else: error = 'Not a valid target account' else: error = 'Not a valid date' else: error = 'Not a valid amount' our_users = Users(current_user_id) users = our_users.get_connections() accounts = our_accounts.get_accounts() return render_template('admin_edit_give_loan.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_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 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())