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 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 __init__(self, accounts, **kwargs): cursor = connections['gnucash'].cursor() sql = ''' SELECT a.guid, CASE WHEN s.account_guid IS NULL THEN 0 ELSE 1 END AS is_present, a.placeholder FROM accounts a LEFT JOIN ( SELECT s2.account_guid, MAX(t.post_date) post_date FROM splits s INNER JOIN transactions t ON s.tx_guid = t.guid INNER JOIN splits s2 ON s2.tx_guid = t.guid WHERE s.account_guid IN (%s) AND s2.account_guid NOT IN (%s) GROUP BY 1 ) s ON s.account_guid = a.guid WHERE a.account_type <> 'ROOT' ''' params = ', '.join('%s' for a in accounts) sql = sql % (params, params) account_guids = [a.guid for a in accounts] cursor.execute(sql, account_guids + account_guids) filter_all_account_choices = [] filter_account_choices = [] modify_account_choices = [] exclude_guids = account_guids if 'exclude' in kwargs: exclude_guids.append(kwargs['exclude'].guid) for row in cursor.fetchall(): guid = row[0] path = Account.get(guid).path is_present = row[1] placeholder = row[2] filter_all_account_choices.append((guid, path)) if is_present: filter_account_choices.append((guid, path)) if not placeholder and guid not in exclude_guids: modify_account_choices.append((guid, path)) get_account_path = lambda a: a[1] filter_account_choices.sort(key=get_account_path) modify_account_choices.sort(key=get_account_path) self.filter_all_account_choices = \ DEFAULT_FILTER_ACCOUNT_CHOICES + filter_all_account_choices self.filter_account_choices = \ DEFAULT_FILTER_ACCOUNT_CHOICES + filter_account_choices self.modify_account_choices = \ DEFAULT_MODIFY_ACCOUNT_CHOICES + modify_account_choices
def get_account_by_webapp_key(key): try: path = settings.ACCOUNTS_LIST[int(key)] return Account.from_path(path) except ValueError: return Account.get(key)
def get_account(key): try: path = settings.ACCOUNTS_LIST[int(key)] return Account.from_path(path) except ValueError: return Account.get(key)