def investments():
# Currency symbol hardcoded for INR. Revisit for dynamic feature
currencySymbol = getCurrencySymbol('INR')
totalAccounts = checkTotalInvestmentAccounts(session['username'])
accountsAvailable = activeAccounts = holdingAccounts = closedAccounts = None
investmentTrendGraph = None
navdict = None
if totalAccounts == 0:
flash(
"You don't have any investment accounts\nPlease add your investment details"
)
else:
accountsAvailable = "yes"
activeAccounts = getInvestmentAccounts(session['username'], 'Active')
holdingAccounts = getInvestmentAccounts(session['username'], 'Holding')
closedAccounts = getInvestmentAccounts(session['username'], 'Closed')
investmentTrendGraph = investmentTrend(session['username'])
navdict = getFundNAVDict(session['username'])
return render_template('investments.html',
accountsAvailable=accountsAvailable,
activeAccounts=activeAccounts,
holdingAccounts=holdingAccounts,
closedAccounts=closedAccounts,
currencySymbol=currencySymbol,
investmentTrendGraph=investmentTrendGraph,
navdict=navdict)
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 addsip():
activeAccounts = None
if request.method == "POST":
sipinfo = {}
sipinfo['owner'] = session['username']
sipinfo['accid'] = request.form['accid']
sipinfo['amount'] = request.form['amount']
sipinfo['units'] = request.form['units']
sipinfo['sipdate'] = request.form['sipdate']
flash(addSIPTransaction(sipinfo))
totalAccounts = checkTotalInvestmentAccounts(session['username'])
if totalAccounts == 0:
flash("You don't have any investment accounts\nPlease add your investment details")
else:
activeAccounts = getInvestmentAccounts(session['username'], 'Active')
return render_template('addsip.html', accounts=activeAccounts)