def modify(request, key): template = loader.get_template('page_modify.html') accounts = misc_functions.get_accounts_by_webapp_key(key) splits = filters.TransactionSplitFilter(accounts) errors = False choices = forms.AccountChoices(accounts) opposing_account_guid = request.POST['change_opposing_account'] opposing_account = None try: if opposing_account_guid != 'DELETE': opposing_account = Account.get(opposing_account_guid) except Account.DoesNotExist: errors = "Account '%s' not found." % opposing_account_guid form_data = request.POST.copy() modified_tx_count = 0 if not errors: modify_form = forms.ModifyForm(choices, request.POST) if modify_form.is_valid(): splits.filter_splits(modify_form.cleaned_data) save_rule = modify_form.cleaned_data['save_rule'] if save_rule and not splits.tx_desc: errors = 'Cannot save rule with no description filter.' save_rule = False modified_tx_count = filters.RuleHelper.apply( splits=splits, opposing_account=opposing_account, min_amount=modify_form.cleaned_data['min_amount'], max_amount=modify_form.cleaned_data['max_amount'], save_rule=save_rule) if modified_tx_count: form_data['opposing_accounts'] = opposing_account_guid else: # modify_form is not valid errors = str(modify_form.errors) hidden_filter_form = forms.HiddenFilterForm(choices, form_data) c = RequestContext(request, { 'accounts': accounts, 'current_accounts_key': misc_functions.accounts_webapp_key(accounts), 'opposing_account': opposing_account, 'hidden_filter_form': hidden_filter_form, 'errors': errors, 'modified_tx_count': modified_tx_count, }) return HttpResponse(template.render(c))
def account_csv(request, key): accounts = misc_functions.get_accounts_by_webapp_key(key) splits = filters.TransactionSplitFilter(accounts) choices = forms.AccountChoices(accounts) filter_form = forms.FilterForm(choices, request.GET) if filter_form.is_valid(): splits.filter_splits(filter_form.cleaned_data) splits.order_filtered_splits() if 'inline' in request.GET: res = HttpResponse(content_type='text/plain') else: res = HttpResponse(content_type='text/csv') res['Content-Disposition'] = 'attachment; filename=accounts.csv' res.write('Account,OpposingAccount,Date,Description,Memo,Amount\n') for s in splits.filtered_splits.all(): # Determine the best memo to show, if any # TODO logic duplicated with money_views.api.get_transactions memo = '' if s.memo_is_id_or_blank: for memo_split in s.opposing_split_set: if not memo_split.memo_is_id_or_blank: memo = memo_split.memo break else: memo = s.memo # Send CSV row res.write(','.join(f.replace(',', ';').replace('"', '').replace('\n', ' ') for f in [ s.account.description_or_name, s.opposing_account.description_or_name, s.transaction.post_date.strftime('%m/%d/%Y'), s.transaction.description, memo, str(s.amount) ]) + '\n') return res
def batch_categorize(request, key): template = loader.get_template('page_batch_categorize.html') accounts = misc_functions.get_accounts_by_webapp_key(key) splits = filters.TransactionSplitFilter(accounts) imbalance = Account.from_path('Imbalance-USD') choices = forms.AccountChoices(accounts, exclude=imbalance) merchants = splits.get_merchants_info(imbalance) no_merchants = (len(merchants) == 0) batch_modify_form = forms.BatchModifyForm(choices, merchants) c = RequestContext(request, { 'accounts': accounts, 'current_accounts_key': misc_functions.accounts_webapp_key(accounts), 'batch_modify_form': batch_modify_form, 'no_merchants': no_merchants, 'imbalance': imbalance, }) return HttpResponse(template.render(c))
def apply_categorize(request, key): template = loader.get_template('page_apply_categorize.html') accounts = misc_functions.get_accounts_by_webapp_key(key) splits = filters.TransactionSplitFilter(accounts) imbalance = Account.from_path('Imbalance-USD') choices = forms.AccountChoices(accounts, exclude=imbalance) merchants = splits.get_merchants_info(imbalance) batch_modify_form = forms.BatchModifyForm(choices, merchants, request.POST) if not batch_modify_form.is_valid(): raise ValueError(batch_modify_form.errors) modified_tx_count = 0 rule_count = 0 for i in range(settings.NUM_MERCHANTS_BATCH_CATEGORIZE): if 'merchant_' + str(i) in batch_modify_form.cleaned_data: tx_desc = batch_modify_form.cleaned_data['merchant_name_' + str(i)] opposing_account_guid = batch_modify_form.cleaned_data['merchant_' + str(i)] if opposing_account_guid: rule_count += 1 opposing_account = None if opposing_account_guid != 'DELETE': opposing_account = Account.get(opposing_account_guid) modified_tx_count += filters.RuleHelper.apply( splits=splits, tx_desc=tx_desc, opposing_account=opposing_account, save_rule=True) c = RequestContext(request, { 'accounts': accounts, 'current_accounts_key': misc_functions.accounts_webapp_key(accounts), 'modified_tx_count': modified_tx_count, 'rule_count': rule_count, }) return HttpResponse(template.render(c))
def get_transactions(request): # This is not structured like the other account views (with a `key` parameter # in the URL) because the code above that builds _urls_dict cannot handle # views with parameters. key = request.GET.get('accounts') accounts = misc_functions.get_accounts_by_webapp_key(key) splits = filters.TransactionSplitFilter(accounts) choices = forms.AccountChoices(accounts) filter_form = forms.FilterForm(choices, request.GET) if filter_form.is_valid(): splits.filter_splits(filter_form.cleaned_data) splits.order_filtered_splits() Transaction.cache_from_splits(splits.filtered_splits) data_splits = [] data_transactions = [] transactions_seen = {} for s in splits.filtered_splits: # Determine the best memo to show, if any # TODO logic duplicated with money_views.views.account_csv memo = '' if s.memo_is_id_or_blank: for memo_split in s.opposing_split_set: if not memo_split.memo_is_id_or_blank: memo = memo_split.memo break else: memo = s.memo tx = s.transaction if tx.guid not in transactions_seen: data_tx_splits = [] for ts in tx.split_set.all(): data_tx_splits.append({ 'guid': ts.guid, 'account': { 'friendly_name': ts.account.description_or_name, 'path': ts.account.path, 'guid': ts.account.guid }, 'memo': ts.memo, 'amount': str(ts.amount) }) data_transactions.append({ 'guid': tx.guid, 'description': tx.description, 'post_date': misc_functions.date_to_timestamp(tx.post_date), 'splits': data_tx_splits }) transactions_seen[tx.guid] = True opposing_account = s.opposing_account data_splits.append({ 'account': { 'friendly_name': s.account.description_or_name, 'path': s.account.path, 'guid': s.account.guid }, 'opposing_account': { 'friendly_name': opposing_account.description_or_name, 'path': opposing_account.path, 'guid': opposing_account.guid }, 'tx_guid': tx.guid, 'description': tx.description, 'memo': memo, 'post_date': misc_functions.date_to_timestamp(tx.post_date), 'amount': str(s.amount) }) return {'splits': data_splits, 'transactions': data_transactions}
def account(request, key): template = loader.get_template('page_account_details.html') accounts = misc_functions.get_accounts_by_webapp_key(key) splits = filters.TransactionSplitFilter(accounts) all_accounts = Account.get_all() all_accounts.sort(key=lambda a: a.path) all_accounts_dict = {} for a in all_accounts: all_accounts_dict[a.guid] = { 'path': a.path, 'name': a.name } choices = forms.AccountChoices(accounts) filter_form = forms.FilterForm(choices, request.GET) if filter_form.is_valid(): splits.filter_splits(filter_form.cleaned_data) splits.order_filtered_splits() modify_form_data = request.GET.copy() modify_form_data['save_rule'] = True modify_form = forms.ModifyForm(choices, modify_form_data, auto_id="modify_id_%s") try: can_add_transactions = settings.ENABLE_ADD_TRANSACTIONS except AttributeError: can_add_transactions = False can_add_transactions = (can_add_transactions and len(accounts) == 1) if can_add_transactions: new_transaction_form = forms.NewTransactionForm(choices, auto_id='id_new_trans_%s') else: new_transaction_form = None try: page_num = int(request.GET.get('page')) except: page_num = 1 pages = Paginator(splits.filtered_splits, settings.NUM_TRANSACTIONS_PER_PAGE) try: page = pages.page(page_num) except PageNotAnInteger: page = pages.page(1) except EmptyPage: page = pages.page(pages.num_pages) Transaction.cache_from_splits(page.object_list) current_accounts_key = misc_functions.accounts_webapp_key(accounts) c = RequestContext(request, { 'any_filters_applied': splits.any_filters_applied, 'one_opposing_account_filter_applied': splits.one_opposing_account_filter_applied, 'query_params_js': json.dumps(request.GET), 'regex_chars_js': json.dumps(filters.TransactionSplitFilter.REGEX_CHARS), 'all_accounts': all_accounts, 'accounts_js': json.dumps(all_accounts_dict), 'current_accounts_js': json.dumps([a.guid for a in accounts]), 'num_transactions_js': json.dumps(page.paginator.count), 'api_functions_js': json.dumps(api.function_urls.urls_dict), 'accounts': accounts, 'current_accounts_key': current_accounts_key, 'current_accounts_key_js': json.dumps(current_accounts_key), 'can_add_transactions': can_add_transactions, 'account': accounts[0], 'page': page, 'filter_form': filter_form, 'modify_form': modify_form, 'new_transaction_form': new_transaction_form, 'total_balance': sum(a.balance for a in accounts), }) return HttpResponse(template.render(c))