def add_expense(self,
date,
description,
amount,
category_id=None,
account_id=None,
pass_thru=False):
# add into uncategorized expenses if category not provided
if not category_id:
category_id = self.is_category(name="Uncategorized")
if not category_id:
# crete a new one
c = ExpenseCategoriesTable(self.user_id, u'Uncategorized')
db_session.add(c)
db_session.commit()
category_id = c.id
# find default account if not provided
if not account_id:
acc = Accounts(self.user_id)
account_id = acc.get_default_account()
if not account_id:
account_id = acc.add_default_account()
# add the actual expense
e = ExpensesTable(self.user_id, date, category_id, description,
account_id, amount, pass_thru)
db_session.add(e)
db_session.commit()
# update the totals
self.totals.update_expense(amount, date)
return e.id
def edit_account():
'''Edit an account balance'''
current_user_id = session.get('logged_in_user')
acc = Accounts(current_user_id)
if request.method == 'POST':
error = None
if 'balance' in request.form: balance = request.form['balance']
else: error = 'You need to provide a balance'
if 'account' in request.form: account = request.form['account']
else: error = 'You need to provide an account'
if not error:
# valid amount?
if is_float(balance):
# valid account?
if acc.is_account(account_id=account):
# modify accounts
acc.change_account_balance(account, balance)
flash('Balance modified')
else: error = 'Not a valid account'
else: error = 'Not a valid amount'
accounts = acc.get_accounts()
return render_template('admin_edit_account.html', **locals())
def add_account():
'''Add an account'''
error = None
if request.method == 'POST':
new_account_name, account_type, account_balance, current_user_id =\
request.form['name'], request.form['type'], request.form['balance'], session.get('logged_in_user')
# blank name?
if new_account_name:
# type?
if account_type == 'asset' or account_type == 'liability':\
# if balance blank, pass in 0
if not account_balance: account_balance = 0
# is balance a valid float?
if is_float(account_balance):
acc = Accounts(current_user_id)
# already exists?
if not acc.is_account(account_slug=new_account_name):
# create new account
acc.add_account(name=new_account_name, type=account_type, balance=account_balance)
flash('Account added')
else: error = 'You already have an account under that name'
else: error = 'The initial balance needs to be a floating number'
else: error = 'The account needs to either be an asset or a liability'
else: error = 'You need to provide a name for the account'
return render_template('admin_add_account.html', **locals())
def add_expense(self, date, description, amount, category_id=None, account_id=None, pass_thru=False):
# add into uncategorized expenses if category not provided
if not category_id:
category_id = self.is_category(name="Uncategorized")
if not category_id:
# crete a new one
c = ExpenseCategoriesTable(self.user_id, u'Uncategorized')
db_session.add(c)
db_session.commit()
category_id = c.id
# find default account if not provided
if not account_id:
acc = Accounts(self.user_id)
account_id = acc.get_default_account()
if not account_id:
account_id = acc.add_default_account()
# add the actual expense
e = ExpensesTable(self.user_id, date, category_id, description, account_id, amount, pass_thru)
db_session.add(e)
db_session.commit()
# update the totals
self.totals.update_expense(amount, date)
return e.id
def add_transfer():
"""Add an account transfer"""
current_user_id = session.get("logged_in_user")
acc = Accounts(current_user_id)
if request.method == "POST":
dict = __validate_transfer_form()
for key in dict.keys():
exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# source and target the same?
if not deduct_from_account == credit_to_account:
# valid amount?
if is_float(amount):
# is it a positive amount?
if float(amount) > 0:
# valid date?
if is_date(date):
# valid debit account?
if acc.is_account(account_id=deduct_from_account):
# valid credit account?
if acc.is_account(account_id=credit_to_account):
# add a new transfer row
acc.add_account_transfer(
date=date,
deduct_from_account=deduct_from_account,
credit_to_account=credit_to_account,
amount=amount,
)
# modify accounts
acc.modify_account_balance(deduct_from_account, -float(amount))
acc.modify_account_balance(credit_to_account, amount)
flash("Monies transferred")
else:
error = "Not a valid target account"
else:
error = "Not a valid source account"
else:
error = "Not a valid date"
else:
error = "Provide a positive amount"
else:
error = "Not a valid amount"
else:
error = "Source and target accounts cannot be the same"
accounts = acc.get_accounts()
return render_template("admin_add_transfer.html", **locals())
def index():
'''Budget dashboard'''
current_user_id = session.get('logged_in_user')
# get uncategorized expenses
exp = Expenses(current_user_id)
uncategorized_expenses = exp.get_entries(category_name="Uncategorized")
# get latest expenses
exp = Expenses(current_user_id)
latest_expenses = exp.get_entries(limit=5)
# get latest income
inc = Income(current_user_id)
latest_income = inc.get_entries(limit=5)
# get accounts
acc = Accounts(current_user_id)
accounts = acc.get_accounts_and_loans()
# split, get totals
assets, liabilities, loans, assets_total, liabilities_total = [], [], [], 0, 0
for a in accounts:
if a[0].type == 'asset':
assets.append(a)
assets_total += float(a[0].balance)
elif a[0].type == 'liability':
liabilities.append(a)
liabilities_total += float(a[0].balance)
elif a[0].type == 'loan':
# if we owe someone, it is our liability
if float(a[0].balance) < 0:
liabilities.append(a)
liabilities_total += float(a[0].balance)
else:
assets.append(a)
# monthly totals
t, totals_list, highest_bar = Totals(current_user_id), [], 0.
# object to dict
for total in t.get_totals():
bar = {}
bar['month'] = total.month
if (float(total.expenses) > 0): bar['expenses'] = float(total.expenses)
if (float(total.income) > 0): bar['income'] = float(total.income)
totals_list.append(bar)
if (total.expenses > highest_bar): highest_bar = total.expenses
if (total.income > highest_bar): highest_bar = total.income
# calculate height for each bar
for total in totals_list:
if 'expenses' in total: total['expenses-height'] = (total['expenses'] / highest_bar) * 100
if 'income' in total: total['income-height'] = (total['income'] / highest_bar) * 100
return render_template('admin_dashboard.html', **locals())
def all_accts():
sql = "SELECT * FROM banking.accounts"
cursor = connection.cursor()
cursor.execute(sql)
records = cursor.fetchall()
acct_list = []
for record in records:
acct = Accounts(record[0], record[1], record[2], record[3])
acct_list.append(acct.json())
return acct_list
def get_account_userid(userid):
sql = "SELECT * FROM banking.accounts where userid = %s"
cursor = connection.cursor()
cursor.execute(sql, [userid])
records = cursor.fetchall()
acct_list = []
for record in records:
acct = Accounts(record[0], record[1], record[2], record[3])
acct_list.append(acct.json())
return acct_list
def dashboard():
'''Test budget dashboard'''
u = UsersTable(u"Admin", False, u"admin", u"admin")
db_session.add(u)
db_session.commit()
current_user_id = u.id
# get uncategorized expenses
exp = Expenses(current_user_id)
uncategorized_expenses = exp.get_entries(category_name="Uncategorized")
# get latest expenses
exp = Expenses(current_user_id)
latest_expenses = exp.get_entries(limit=5)
# get accounts
acc = Accounts(current_user_id)
accounts = acc.get_accounts_and_loans()
# split, get totals
assets, liabilities, loans, assets_total, liabilities_total = [], [], [], 0, 0
for a in accounts:
if a[0].type == 'asset':
assets.append(a)
assets_total += float(a[0].balance)
elif a[0].type == 'liability':
liabilities.append(a)
liabilities_total += float(a[0].balance)
elif a[0].type == 'loan':
# if we owe someone, it is our liability
if float(a[0].balance) < 0:
liabilities.append(a)
liabilities_total += float(a[0].balance)
else:
assets.append(a)
# get the monthly totals
t = Totals(current_user_id)
totals = t.get_totals()
return render_template('admin_dashboard.html', **locals())
#class SQLiteSequenceTable(Base):
# """SQLite sequence table"""
#
# __tablename__ = 'sqlite_master'
# rowid = Column(Integer, primary_key=True)
# name = Column(String(200))
# seq = Column(Integer)
def __edit_shared_expense_into_simple(current_user_id, our_expenses, expense, our_accounts, our_users, date, description,
account_id, amount, error, category_id, categories, accounts, users, expense_id,
key=None, dict=None):
'''Edit a shared expense entry into a simple expense entry'''
our_loans = Loans(current_user_id)
# percentage split
loaned_then_amount = round((float(expense[0].amount) * (100-float(expense[3])))/100, 2)
# credit our loan account
our_accounts.modify_loan_balance(amount=-float(loaned_then_amount), with_user_id=expense[2])
their_expenses = Expenses(expense[2])
their_accounts = Accounts(expense[2])
their_loans = Loans(expense[2])
# fetch their expense
their_expense = their_expenses.get_expense(loan_id=expense[1])
# delete the shared user's expense
their_expenses.delete_expense(expense_id=their_expense[0].id)
# delete their loan status towards us
their_accounts.modify_loan_balance(amount=expense[4], with_user_id=current_user_id)
# unlink expenses to loan entries
our_expenses.unlink_loan(loan_id=expense[1])
# get slug as a unique identifier
slug = our_loans.get_loan_slug(loan_id=expense[1])
# delete the original loans
our_loans.delete_loan(loan_id=expense[1])
their_loans.delete_loan(slug=slug)
flash('Loan reverted')
# credit our account back with the full amount (expense amount + loaned amount)
our_accounts.modify_user_balance(amount=float(expense[0].amount), account_id=expense[0].deduct_from)
# debit from account
our_accounts.modify_user_balance(amount=-float(amount), account_id=account_id)
# edit expense
our_expenses.edit_expense(date=date, category_id=category_id, account_id=account_id, amount=amount,
description=description, expense_id=expense_id)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(url_for('expenses.edit_expense', expense_id=expense_id))
def add_loan(self, other_user_id, date, description, amount, account_id=None):
# if an account id is not provided, get a 'default' account
if not account_id:
accounts = Accounts(self.user_id)
account_id = accounts.get_default_account()
# create a default account if no joy getting a default account
if not account_id:
account_id = accounts.add_default_account()
l = LoansTable(self.user_id, other_user_id, date, account_id, description, amount)
db_session.add(l)
db_session.commit()
return l.id
def dashboard():
'''Test budget dashboard'''
u = UsersTable(u"Admin", False, u"admin", u"admin")
db_session.add(u)
db_session.commit()
current_user_id = u.id
# get uncategorized expenses
exp = Expenses(current_user_id)
uncategorized_expenses = exp.get_entries(category_name="Uncategorized")
# get latest expenses
exp = Expenses(current_user_id)
latest_expenses = exp.get_entries(limit=5)
# get accounts
acc = Accounts(current_user_id)
accounts = acc.get_accounts_and_loans()
# split, get totals
assets, liabilities, loans, assets_total, liabilities_total = [], [], [], 0, 0
for a in accounts:
if a[0].type == 'asset':
assets.append(a)
assets_total += float(a[0].balance)
elif a[0].type == 'liability':
liabilities.append(a)
liabilities_total += float(a[0].balance)
elif a[0].type == 'loan':
# if we owe someone, it is our liability
if float(a[0].balance) < 0:
liabilities.append(a)
liabilities_total += float(a[0].balance)
else:
assets.append(a)
# get the monthly totals
t = Totals(current_user_id)
totals = t.get_totals()
return render_template('admin_dashboard.html', **locals())
#class SQLiteSequenceTable(Base):
# """SQLite sequence table"""
#
# __tablename__ = 'sqlite_master'
# rowid = Column(Integer, primary_key=True)
# name = Column(String(200))
# seq = Column(Integer)
def get_account_userid_rng(userid, high, low):
sql = "SELECT * FROM banking.accounts where userid = %s and balance <= %s and balance >=%s"
cursor = connection.cursor()
cursor.execute(sql, [userid], [high], [low])
records = cursor.fetchall()
acct_list = []
for record in records:
acct = Accounts(record[0], record[1], record[2], record[3])
if float(acct.balance) < int(high) and float(
acct.balance) > int(low):
acct_list.append(acct.json())
else:
acct_list.clear()
return acct_list
def show_transfers(account=None, date=None, page=1, items_per_page=10):
'''Show account transfers for a given user'''
current_user_id = session.get('logged_in_user')
acc = Accounts(current_user_id)
# fetch account transfers
transfers = acc.get_account_transfers()
# provided a date range?
date_range = translate_date_range(date)
if date_range:
transfers = acc.get_account_transfers(date_from=date_range['low'],
date_to=date_range['high'])
# date ranges for the template
date_ranges = get_date_ranges()
# fetch accounts
accounts = acc.get_accounts()
# provided an account?
if account:
# valid slug?
if acc.is_account(account_slug=account):
transfers = acc.get_account_transfers(account_slug=account)
# build a paginator
paginator = Pagination(
transfers, page, items_per_page, transfers.count(),
transfers.offset((page - 1) * items_per_page).limit(items_per_page))
return render_template('admin_show_transfers.html', **locals())
def create_acct(account):
sql = "Insert into banking.accounts values (default,%s,%s,%s) returning *"
cursor = connection.cursor()
cursor.execute(sql,
(account.acct_num, account.balance, account.userid))
connection.commit()
record = cursor.fetchone()
new_acct = Accounts(record[0], record[1], record[2], record[3])
return new_acct
def add_income():
'''Add an income entry'''
current_user_id = session.get('logged_in_user')
inc = Income(current_user_id)
acc = Accounts(current_user_id)
if request.method == 'POST':
dict = __validate_income_form()
for key in dict.keys(): exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# valid date?
if is_date(date):
# valid amount?
if is_float(amount):
# valid category?
if inc.is_category(id=category_id):
# valid account?
if acc.is_account(account_id=account_id):
# add new income
inc.add_income(account_id=account_id, amount=amount, category_id=category_id, date=date,
description=description)
# credit to account
acc.modify_account_balance(account_id, amount)
flash('Income added')
else: error = 'Not a valid account'
else: error = 'Not a valid category'
else: error = 'Not a valid amount'
else: error = 'Not a valid date'
# fetch user's categories and accounts
categories = inc.get_categories()
accounts = acc.get_accounts()
return render_template('admin_add_income.html', **locals())
def add_account():
"""Add an account"""
error = None
if request.method == "POST":
new_account_name, account_type, account_balance, current_user_id = (
request.form["name"],
request.form["type"],
request.form["balance"],
session.get("logged_in_user"),
)
# blank name?
if new_account_name:
# type?
if account_type == "asset" or account_type == "liability":
# if balance blank, pass in 0
if not account_balance:
account_balance = 0
# is balance a valid float?
if is_float(account_balance):
acc = Accounts(current_user_id)
# already exists?
if not acc.is_account(account_slug=new_account_name):
# create new account
acc.add_account(name=new_account_name, type=account_type, balance=account_balance)
flash("Account added")
else:
error = "You already have an account under that name"
else:
error = "The initial balance needs to be a floating number"
else:
error = "The account needs to either be an asset or a liability"
else:
error = "You need to provide a name for the account"
return render_template("admin_add_account.html", **locals())
def get_account(acct_id):
try:
sql = "SELECT * FROM banking.accounts where acctid = %s"
cursor = connection.cursor()
cursor.execute(sql, [acct_id])
records = cursor.fetchall()
for record in records:
acct1 = Accounts(int(record[0]), int(record[1]),
int(record[2]), int(record[3]))
return acct1
except KeyError:
raise ResourceNotFound(f"Account with id: {acct_id} - NOT FOUND")
def delete_income(income_id):
'''Delete income entry'''
current_user_id = session.get('logged_in_user')
incomes = Income(current_user_id)
# is it valid?
income = incomes.get_income(income_id)
if income:
# revert
accounts = Accounts(current_user_id)
accounts.modify_account_balance(amount=-float(income.amount),
account_id=income.credit_to)
incomes.delete_income(income_id)
flash('Income deleted')
else:
flash('Not a valid income entry', 'error')
return redirect(url_for('income.index'))
def update_acct(acct):
sql = "UPDATE banking.accounts SET acctnum = %s,balance= %s, userid = %s WHERE acctid = %s RETURNING *"
cursor = connection.cursor()
cursor.execute(
sql, (acct.acct_num, acct.balance, acct.userid, acct.acct_id))
connection.commit()
record = cursor.fetchone()
acct1 = Accounts(int(record[0]), int(record[1]), int(record[2]),
int(record[3]))
return acct1
def delete_income(income_id):
'''Delete income entry'''
current_user_id = session.get('logged_in_user')
incomes = Income(current_user_id)
# is it valid?
income = incomes.get_income(income_id)
if income:
# revert
accounts = Accounts(current_user_id)
accounts.modify_account_balance(amount=-float(income.amount), account_id=income.credit_to)
incomes.delete_income(income_id)
flash('Income deleted')
else:
flash('Not a valid income entry', 'error')
return redirect(url_for('income.index'))
def show_transfers(account=None, date=None, page=1, items_per_page=10):
'''Show account transfers for a given user'''
current_user_id = session.get('logged_in_user')
acc = Accounts(current_user_id)
# fetch account transfers
transfers = acc.get_account_transfers()
# provided a date range?
date_range = translate_date_range(date)
if date_range:
transfers = acc.get_account_transfers(date_from=date_range['low'], date_to=date_range['high'])
# date ranges for the template
date_ranges = get_date_ranges()
# fetch accounts
accounts = acc.get_accounts()
# provided an account?
if account:
# valid slug?
if acc.is_account(account_slug=account):
transfers = acc.get_account_transfers(account_slug=account)
# build a paginator
paginator = Pagination(transfers, page, items_per_page, transfers.count(),
transfers.offset((page - 1) * items_per_page).limit(items_per_page))
return render_template('admin_show_transfers.html', **locals())
def edit_account():
'''Edit an account balance'''
current_user_id = session.get('logged_in_user')
acc = Accounts(current_user_id)
if request.method == 'POST':
error = None
if 'balance' in request.form: balance = request.form['balance']
else: error = 'You need to provide a balance'
if 'account' in request.form: account = request.form['account']
else: error = 'You need to provide an account'
if not error:
# valid amount?
if is_float(balance):
# valid account?
if acc.is_account(account_id=account):
# modify accounts
acc.change_account_balance(account, balance)
flash('Balance modified')
else:
error = 'Not a valid account'
else:
error = 'Not a valid amount'
accounts = acc.get_accounts()
return render_template('admin_edit_account.html', **locals())
def edit_income(income_id):
'''Edit income entry'''
current_user_id = session.get('logged_in_user')
inc = Income(current_user_id)
# is it valid?
income = inc.get_income(income_id)
if income:
# fetch user's categories and accounts
categories = inc.get_categories()
acc = Accounts(current_user_id)
accounts = acc.get_accounts()
if request.method == 'POST': # POST
dict = __validate_income_form()
for key in dict.keys(): exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# valid date?
if is_date(date):
# valid amount?
if is_float(amount):
# valid category?
if inc.is_category(id=category_id):
# valid account?
if acc.is_account(account_id=account_id):
# debit the original account
acc.modify_account_balance(income.credit_to, -float(income.amount))
# credit the 'new' account
acc.modify_account_balance(account_id, amount)
# edit income entry
inc.edit_income(account_id=account_id, amount=amount, category_id=category_id,
date=date, description=description, income_id=income.id)
flash('Income edited')
return redirect(url_for('income.edit_income', income_id=income_id))
else: error = 'Not a valid account'
else: error = 'Not a valid category'
else: error = 'Not a valid amount'
else: error = 'Not a valid date'
return render_template('admin_edit_income.html', **locals())
else: return redirect(url_for('income.index'))
def add_account():
'''Add an account'''
error = None
if request.method == 'POST':
new_account_name, account_type, account_balance, current_user_id =\
request.form['name'], request.form['type'], request.form['balance'], session.get('logged_in_user')
# blank name?
if new_account_name:
# type?
if account_type == 'asset' or account_type == 'liability': \
# if balance blank, pass in 0
if not account_balance: account_balance = 0
# is balance a valid float?
if is_float(account_balance):
acc = Accounts(current_user_id)
# already exists?
if not acc.is_account(account_slug=new_account_name):
# create new account
acc.add_account(name=new_account_name,
type=account_type,
balance=account_balance)
flash('Account added')
else:
error = 'You already have an account under that name'
else:
error = 'The initial balance needs to be a floating number'
else:
error = 'The account needs to either be an asset or a liability'
else:
error = 'You need to provide a name for the account'
return render_template('admin_add_account.html', **locals())
def edit_account():
"""Edit an account balance"""
current_user_id = session.get("logged_in_user")
acc = Accounts(current_user_id)
if request.method == "POST":
error = None
if "balance" in request.form:
balance = request.form["balance"]
else:
error = "You need to provide a balance"
if "account" in request.form:
account = request.form["account"]
else:
error = "You need to provide an account"
if not error:
# valid amount?
if is_float(balance):
# valid account?
if acc.is_account(account_id=account):
# modify accounts
acc.change_account_balance(account, balance)
flash("Balance modified")
else:
error = "Not a valid account"
else:
error = "Not a valid amount"
accounts = acc.get_accounts()
return render_template("admin_edit_account.html", **locals())
def delete_transfer(transfer_id):
'''Delete account transfer'''
current_user_id = session.get('logged_in_user')
accounts = Accounts(current_user_id)
# is it valid?
transfer = accounts.get_transfer(transfer_id)
if transfer:
# revert
accounts.modify_account_balance(transfer.from_account, transfer.amount)
accounts.modify_account_balance(transfer.to_account,
-float(transfer.amount))
accounts.delete_transfer(transfer_id)
flash('Transfer deleted')
else:
flash('Not a valid account transfer', 'error')
return redirect(url_for('accounts.show_transfers'))
def delete_transfer(transfer_id):
'''Delete account transfer'''
current_user_id = session.get('logged_in_user')
accounts = Accounts(current_user_id)
# is it valid?
transfer = accounts.get_transfer(transfer_id)
if transfer:
# revert
accounts.modify_account_balance(transfer.from_account, transfer.amount)
accounts.modify_account_balance(transfer.to_account, -float(transfer.amount))
accounts.delete_transfer(transfer_id)
flash('Transfer deleted')
else:
flash('Not a valid account transfer', 'error')
return redirect(url_for('accounts.show_transfers'))
def delete_transfer(transfer_id):
"""Delete account transfer"""
current_user_id = session.get("logged_in_user")
accounts = Accounts(current_user_id)
# is it valid?
transfer = accounts.get_transfer(transfer_id)
if transfer:
# revert
accounts.modify_account_balance(transfer.from_account, transfer.amount)
accounts.modify_account_balance(transfer.to_account, -float(transfer.amount))
accounts.delete_transfer(transfer_id)
flash("Transfer deleted")
else:
flash("Not a valid account transfer", "error")
return redirect(url_for("accounts.show_transfers"))
def add_income():
'''Add an income entry'''
current_user_id = session.get('logged_in_user')
inc = Income(current_user_id)
acc = Accounts(current_user_id)
if request.method == 'POST':
dict = __validate_income_form()
for key in dict.keys():
exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# valid date?
if is_date(date):
# valid amount?
if is_float(amount):
# valid category?
if inc.is_category(id=category_id):
# valid account?
if acc.is_account(account_id=account_id):
# add new income
inc.add_income(account_id=account_id,
amount=amount,
category_id=category_id,
date=date,
description=description)
# credit to account
acc.modify_account_balance(account_id, amount)
flash('Income added')
else:
error = 'Not a valid account'
else:
error = 'Not a valid category'
else:
error = 'Not a valid amount'
else:
error = 'Not a valid date'
# fetch user's categories and accounts
categories = inc.get_categories()
accounts = acc.get_accounts()
return render_template('admin_add_income.html', **locals())
def create(account_name=None,
account_guid=None,
account_type=None,
company=None,
is_active=True,
is_deleted=False,
owner=None):
try:
account = Accounts(account_name=account_name,
account_guid=account_guid,
account_type=account_type,
company=company,
is_active=is_active,
is_deleted=is_deleted)
if owner:
account.users.append(owner)
db.add(account)
db.commit()
return account.account_id
except Exception as e:
db.rollback()
raise Exception(e.message)
import os
from flask import Flask, render_template, flash, url_for, logging, request, redirect
from flask_login import LoginManager, login_user, current_user, logout_user, login_required
from werkzeug.utils import secure_filename
from flask import send_from_directory
from forms import RegisterForm, AddSchemeForm
from models.accounts import Accounts
from models.user import User
UPLOAD_FOLDER = 'C:/Users/Shadow Master/PycharmProjects/Scheema/FileUploads'
ALLOWED_EXTENSIONS = {'txt', 'pdf', "png", 'jpeg', 'jpg', 'gif'}
app = Flask(__name__)
account = Accounts()
app.secret_key = '\xcd]\x1f\x8a\xa7\xd0J\xd6\x99\x8c/\x1e\x91~hU4tgd\xe5\xa2\xab3'
login_manager = LoginManager()
login_manager.init_app(app)
app.config['MAX_CONTENT_LENGTH'] = 16 * 1024 * 1024
app.config['UPLOAD_FOLDER'] = UPLOAD_FOLDER
@login_manager.user_loader
def load_user(username):
return account.get_specific_user(username)
@app.route('/')
def home():
return render_template("home.html")
def __edit_shared_expense_into_simple(current_user_id,
our_expenses,
expense,
our_accounts,
our_users,
date,
description,
account_id,
amount,
error,
category_id,
categories,
accounts,
users,
expense_id,
key=None,
dict=None):
'''Edit a shared expense entry into a simple expense entry'''
our_loans = Loans(current_user_id)
# percentage split
loaned_then_amount = round(
(float(expense[0].amount) * (100 - float(expense[3]))) / 100, 2)
# credit our loan account
our_accounts.modify_loan_balance(amount=-float(loaned_then_amount),
with_user_id=expense[2])
their_expenses = Expenses(expense[2])
their_accounts = Accounts(expense[2])
their_loans = Loans(expense[2])
# fetch their expense
their_expense = their_expenses.get_expense(loan_id=expense[1])
# delete the shared user's expense
their_expenses.delete_expense(expense_id=their_expense[0].id)
# delete their loan status towards us
their_accounts.modify_loan_balance(amount=expense[4],
with_user_id=current_user_id)
# unlink expenses to loan entries
our_expenses.unlink_loan(loan_id=expense[1])
# get slug as a unique identifier
slug = our_loans.get_loan_slug(loan_id=expense[1])
# delete the original loans
our_loans.delete_loan(loan_id=expense[1])
their_loans.delete_loan(slug=slug)
flash('Loan reverted')
# credit our account back with the full amount (expense amount + loaned amount)
our_accounts.modify_user_balance(amount=float(expense[0].amount),
account_id=expense[0].deduct_from)
# debit from account
our_accounts.modify_user_balance(amount=-float(amount),
account_id=account_id)
# edit expense
our_expenses.edit_expense(date=date,
category_id=category_id,
account_id=account_id,
amount=amount,
description=description,
expense_id=expense_id)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(url_for('expenses.edit_expense', expense_id=expense_id))
def accounts_page(self):
user = users.get_current_user()
if user and (user.email() in ACTIVE_USER_EMAILS or users.is_current_user_admin()):
reloadPage = False
simpleText = False
usedby = {}
user_amount_map = {}
user_adjustment = {}
paymentMap = {}
error_message = ""
calculation_error = ""
total_amount = 0
if(self.request.get('simpletext') and self.request.get('simpletext') == "True"):
simpleText = True
# split month into tokens
month = self.request.get('month') if (self.request.get('month') and not self.request.get('month') == "") else datetime.date.today().replace(day=1).strftime("%Y-%m-%d")
# if there's a cmd param
if(self.request.get('cmd')):
if(self.request.get('cmd') == "delete"):
eid = long(self.request.get('eid'))
entry = Accounts.get_by_id(eid)
entry.deleted = True
entry.put()
self.redirect('/accounts')
return
else:
description = self.request.get('description') if (self.request.get('description') and not self.request.get('description') == "") else False
error_messages = []
if(not description):
error_messages.append("Description is mandatory")
amount = self.request.get('amount') if (self.request.get('amount') and not self.request.get('amount') == "") else False
if(not amount):
error_messages.append("Amount is mandatory")
try:
int(amount)
except:
error_messages.append("Amount should be a number")
expenseby = self.request.get('expenseby') if (self.request.get('expenseby') and not self.request.get('expenseby') == "") else False
if(not expenseby):
error_messages.append("Expense by is mandatory")
# TODO: fix this
expenseby = User(expenseby)
count = 0
user_objects = {}
for email in ACTIVE_USER_EMAILS:
current_user = User(email)
user_objects[email] = current_user
usedby[email] = 1 if (self.request.get(email) and self.request.get(email) == "on") else 0
if(usedby[email] == 1):
count += 1
# all = 1 if (self.request.get('all') and self.request.get('all') == "on") else 0
if(count == 0):
error_messages.append("Atleast one person should be selected")
if(len(error_messages) == 0):
amount = int(amount)
individual_amount = amount / count
# #Add new entry
newAccountEntry = Accounts()
newAccountEntry.expenseby = expenseby
newAccountEntry.expensefor = description
newAccountEntry.expenseamount = amount
newAccountEntry.expensemonth = datetime.date.today().replace(day=1)
newAccountEntry.put()
for email, current_user in user_objects.iteritems():
contribution = Contribution(account=newAccountEntry)
contribution.contributor = current_user
if(current_user == expenseby):
if(usedby[email] == 1):
contribution.amount = float(individual_amount - amount)
else:
contribution.amount = float(0 - amount)
else:
if(usedby[email] == 1):
contribution.amount = float(individual_amount)
else:
contribution.amount = float(0)
contribution.put()
"""
description=""
amount=""
expenseby=""
usedby = [] """
reloadPage = True
else:
for error in error_messages:
error_message += "[x] " + error + "<br />"
# GqlQuery("SELECT DISTINCT expensedate ")
q = GqlQuery("SELECT DISTINCT expensemonth FROM Accounts")
available_months = q.fetch(24) # let's limit to 2 yrs
expenses = Accounts.gql("WHERE expensemonth=DATE('" + month + "') ORDER BY expensedate DESC").fetch(1000)
for expense in expenses:
if not expense.deleted:
total_amount += expense.expenseamount
for contribution in expense.contributions:
if not expense.deleted:
if(not contribution.contributor.email() in user_amount_map):
user_amount_map[contribution.contributor.email()] = 0
user_amount_map[contribution.contributor.email()] += contribution.amount
setattr(expense, contribution.contributor.email(), contribution.amount)
if (total_amount > 0):
user_adjustment = user_amount_map.copy()
asc_adjustment_keys = get_sorted_keys(user_adjustment)
desc_amount_keys = get_sorted_keys(user_amount_map, True)
minUser = asc_adjustment_keys[0]
for mapuser in desc_amount_keys:
if(user_adjustment[minUser] < 0 and not user_adjustment[mapuser] == 0 and mapuser != minUser):
# calcualte amount to pay
payamount = user_adjustment[mapuser]
user_adjustment[minUser] += payamount
user_adjustment[mapuser] = 0
paymentMap[mapuser] = [minUser, payamount]
elif int(user_adjustment[mapuser]) > 0:
logging.error("calculation error: " + str(user_adjustment[mapuser]) + " " + mapuser + "" + minUser)
calculation_error = "calculation error: " + str(user_adjustment[mapuser]) + " " + mapuser + "" + minUser
asc_adjustment_keys = get_sorted_keys(user_adjustment)
minUser = asc_adjustment_keys[0]
template_values = {
'page':{'title':"Accounts"},
'user':user,
'error_message': error_message,
'simpleText': simpleText,
'logout_url': users.create_logout_url("/"),
'active_tab': "accounts",
'reloadPage': reloadPage,
'user_emails': ACTIVE_USER_EMAILS,
'users': ACTIVE_USERS,
'available_months': available_months,
'usedby': usedby,
'paymentMap': paymentMap,
'expenses': expenses,
'calculation_error':calculation_error,
'totals': {'amount':total_amount, 'useramounts': user_amount_map}
}
template = JINJA_ENVIRONMENT.get_template('accounts/index.html')
self.response.write(template.render(template_values))
elif (user):
template_values = {'logout_url': users.create_logout_url("/")}
template = JINJA_ENVIRONMENT.get_template('403.html')
self.response.write(template.render(template_values))
else:
self.redirect(users.create_login_url(self.request.uri))
def edit_income(income_id):
'''Edit income entry'''
current_user_id = session.get('logged_in_user')
inc = Income(current_user_id)
# is it valid?
income = inc.get_income(income_id)
if income:
# fetch user's categories and accounts
categories = inc.get_categories()
acc = Accounts(current_user_id)
accounts = acc.get_accounts()
if request.method == 'POST': # POST
dict = __validate_income_form()
for key in dict.keys():
exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# valid date?
if is_date(date):
# valid amount?
if is_float(amount):
# valid category?
if inc.is_category(id=category_id):
# valid account?
if acc.is_account(account_id=account_id):
# debit the original account
acc.modify_account_balance(
income.credit_to, -float(income.amount))
# credit the 'new' account
acc.modify_account_balance(account_id, amount)
# edit income entry
inc.edit_income(account_id=account_id,
amount=amount,
category_id=category_id,
date=date,
description=description,
income_id=income.id)
flash('Income edited')
return redirect(
url_for('income.edit_income',
income_id=income_id))
else:
error = 'Not a valid account'
else:
error = 'Not a valid category'
else:
error = 'Not a valid amount'
else:
error = 'Not a valid date'
return render_template('admin_edit_income.html', **locals())
else:
return redirect(url_for('income.index'))
def add_transfer():
'''Add an account transfer'''
current_user_id = session.get('logged_in_user')
acc = Accounts(current_user_id)
if request.method == 'POST':
dict = __validate_transfer_form()
for key in dict.keys():
exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# source and target the same?
if not deduct_from_account == credit_to_account:
# valid amount?
if is_float(amount):
# is it a positive amount?
if float(amount) > 0:
# valid date?
if is_date(date):
# valid debit account?
if acc.is_account(account_id=deduct_from_account):
# valid credit account?
if acc.is_account(
account_id=credit_to_account):
# add a new transfer row
acc.add_account_transfer(
date=date,
deduct_from_account=deduct_from_account,
credit_to_account=credit_to_account,
amount=amount)
# modify accounts
acc.modify_account_balance(
deduct_from_account, -float(amount))
acc.modify_account_balance(
credit_to_account, amount)
flash('Monies transferred')
else:
error = 'Not a valid target account'
else:
error = 'Not a valid source account'
else:
error = 'Not a valid date'
else:
error = 'Provide a positive amount'
else:
error = 'Not a valid amount'
else:
error = 'Source and target accounts cannot be the same'
accounts = acc.get_accounts()
return render_template('admin_add_transfer.html', **locals())
def edit_transfer(transfer_id):
'''Edit account transfer'''
current_user_id = session.get('logged_in_user')
acc = Accounts(current_user_id)
accounts = acc.get_accounts()
# is it valid?
transfer = acc.get_transfer(transfer_id)
if transfer:
if request.method == 'POST': # POST
dict = __validate_transfer_form()
for key in dict.keys():
exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# source and target the same?
if not deduct_from_account == credit_to_account:
# valid amount?
if is_float(amount):
# valid date?
if is_date(date):
# valid debit account?
if acc.is_account(account_id=deduct_from_account):
# valid credit account?
if acc.is_account(
account_id=credit_to_account):
# modify accounts to original state
acc.modify_account_balance(
transfer.from_account, transfer.amount)
acc.modify_account_balance(
transfer.to_account,
-float(transfer.amount))
# new state
acc.modify_account_balance(
deduct_from_account, -float(amount))
acc.modify_account_balance(
credit_to_account, amount)
# edit transfer row
transfer = acc.edit_account_transfer(
date=date,
deduct_from_account=deduct_from_account,
credit_to_account=credit_to_account,
amount=amount,
transfer_id=transfer_id)
flash('Transfer edited')
else:
error = 'Not a valid target account'
else:
error = 'Not a valid source account'
else:
error = 'Not a valid date'
else:
error = 'Not a valid amount'
else:
error = 'Source and target accounts cannot be the same'
return render_template('admin_edit_transfer.html', **locals())
else:
return redirect(url_for('accounts.show_transfers'))
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_shared_expense_into_shared(current_user_id,
our_expenses,
expense,
our_accounts,
our_users,
date,
description,
account_id,
amount,
error,
category_id,
categories,
accounts,
users,
expense_id,
key=None,
dict=None):
'''Edit a shared expense entry into a shared entry still'''
# 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 our_users.is_connection(user_id=shared_with_user):
# figure out percentage split
loaned_amount = round(
(float(amount) * (100 - float(split))) / 100, 2)
loaned_then_amount = round((float(expense[0].amount) *
(100 - float(expense[3]))) / 100,
2)
# is our original and current account the same?
if expense[0].deduct_from == account_id:
# modify the difference between then and now
our_accounts.modify_user_balance(amount=expense[0].amount -
float(amount),
account_id=account_id)
else:
# credit our original account back
our_accounts.modify_user_balance(
amount=expense[0].amount,
account_id=expense[0].deduct_from)
# debit from our current account
our_accounts.modify_user_balance(amount=-float(amount),
account_id=account_id)
our_loans = Loans(current_user_id)
their_loans = Loans(expense[2])
# get slug as a unique identifier
slug = our_loans.get_loan_slug(loan_id=expense[1])
# are we sharing the expense with the same user as before?
if expense[2] == int(shared_with_user):
# edit the loan entries
our_loans.edit_loan(other_user_id=shared_with_user,
account_id=account_id,
description=description,
amount=-float(loaned_amount),
date=date,
loan_id=expense[1])
their_loans.edit_loan(other_user_id=current_user_id,
amount=loaned_amount,
date=date,
slug=slug)
# modify our loan account balance difference with the user
our_accounts.modify_loan_balance(
amount=loaned_amount - loaned_then_amount,
with_user_id=shared_with_user)
# now for the user we share with
their_expenses = Expenses(shared_with_user)
their_accounts = Accounts(shared_with_user)
# the user now and then is the same, get their expense
their_expense = their_expenses.get_expense(
loan_id=expense[1])
# modify their loan account balance
their_accounts.modify_loan_balance(
amount=-loaned_amount + loaned_then_amount,
with_user_id=current_user_id)
# edit their expense amount
their_expenses.edit_expense(date=date,
account_id=account_id,
amount=loaned_amount,
expense_id=their_expense[0].id,
pass_thru=True)
# update loan links
our_expenses.modify_loan_link(loan_id=expense[1],
percentage=split,
original_amount=amount)
their_expenses.modify_loan_link(loan_id=expense[1],
percentage=split,
original_amount=amount)
else:
# the other user we WERE sharing with
their_expenses = Expenses(expense[2])
their_accounts = Accounts(expense[2])
# credit our loan account
our_accounts.modify_loan_balance(
amount=-float(loaned_then_amount),
with_user_id=expense[2])
# fetch their expense
their_expense = their_expenses.get_expense(
loan_id=expense[1])
# delete the shared user's expense
their_expenses.delete_expense(
expense_id=their_expense[0].id)
# modify their loan status towards us
their_accounts.modify_loan_balance(
amount=loaned_then_amount,
with_user_id=current_user_id)
# unlink expenses to loan entries
our_expenses.unlink_loan(loan_id=expense[1])
# delete the original loans
our_loans.delete_loan(loan_id=expense[1])
their_loans.delete_loan(slug=slug)
flash('Loan reverted')
# create a loan from us to the new user
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))
# create a loan entry for the new user
their_loans = Loans(shared_with_user)
their_loan_id = their_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')
# modify loan monies for us
our_accounts.modify_loan_balance(
amount=loaned_amount, with_user_id=shared_with_user)
# the CURRENT user we are sharing with
their_accounts = Accounts(shared_with_user)
# fudge loan 'account' monies for them
their_accounts.modify_loan_balance(
amount=-float(loaned_amount),
with_user_id=current_user_id)
their_expenses = Expenses(shared_with_user)
# add new expenses (borrower)
their_expense_id = their_expenses.add_expense(
date=date,
amount=loaned_amount,
description=description,
pass_thru=True)
# create new loan - expense links
our_expenses.link_to_loan(expense_id=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)
# edit expense (loaner - us)
our_expenses.edit_expense(date=date,
category_id=category_id,
account_id=account_id,
amount=float(amount) - loaned_amount,
description=description,
expense_id=expense_id)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(
url_for('expenses.edit_expense', expense_id=expense_id))
else:
error = 'Not a valid user sharing with'
else:
error = 'Not a valid % split'
# show the form
return render_template('admin_edit_expense.html', **locals())
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 __edit_simple_expense_into_shared(current_user_id,
our_expenses,
expense,
our_accounts,
our_users,
date,
description,
account_id,
amount,
error,
category_id,
categories,
accounts,
users,
expense_id,
key=None,
dict=None):
'''Edit a simple expense entry into a shared one'''
# 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 our_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))
their_loans = Loans(shared_with_user)
their_loan_id = their_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')
# is our original and current account the same?
if expense[0].deduct_from == account_id:
# modify the difference between then and now
our_accounts.modify_user_balance(amount=expense[0].amount -
float(amount),
account_id=account_id)
else:
# credit our original account back
our_accounts.modify_user_balance(
amount=expense[0].amount,
account_id=expense[0].deduct_from)
# debit from our current account
our_accounts.modify_user_balance(amount=-float(amount),
account_id=account_id)
# edit expense (loaner - us)
our_expenses.edit_expense(date=date,
category_id=category_id,
account_id=account_id,
amount=float(amount) - loaned_amount,
description=description,
expense_id=expense_id)
their_expenses = Expenses(shared_with_user)
their_accounts = Accounts(shared_with_user)
# add new expenses (borrower)
their_expense_id = their_expenses.add_expense(
date=date,
amount=loaned_amount,
description=description,
pass_thru=True)
# modify their loan account balance
their_accounts.modify_loan_balance(
amount=-float(loaned_amount), with_user_id=current_user_id)
# modify our loan account balance
our_accounts.modify_loan_balance(amount=loaned_amount,
with_user_id=shared_with_user)
# link loan and the expenses
our_expenses.link_to_loan(expense_id=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)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(
url_for('expenses.edit_expense', expense_id=expense_id))
else:
error = 'Not a valid user sharing with'
else:
error = 'Not a valid % split'
# show the form
return render_template('admin_edit_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 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_transfer(transfer_id):
"""Edit account transfer"""
current_user_id = session.get("logged_in_user")
acc = Accounts(current_user_id)
accounts = acc.get_accounts()
# is it valid?
transfer = acc.get_transfer(transfer_id)
if transfer:
if request.method == "POST": # POST
dict = __validate_transfer_form()
for key in dict.keys():
exec(key + " = dict['" + key + "']")
# 'heavier' checks
if not error:
# source and target the same?
if not deduct_from_account == credit_to_account:
# valid amount?
if is_float(amount):
# valid date?
if is_date(date):
# valid debit account?
if acc.is_account(account_id=deduct_from_account):
# valid credit account?
if acc.is_account(account_id=credit_to_account):
# modify accounts to original state
acc.modify_account_balance(transfer.from_account, transfer.amount)
acc.modify_account_balance(transfer.to_account, -float(transfer.amount))
# new state
acc.modify_account_balance(deduct_from_account, -float(amount))
acc.modify_account_balance(credit_to_account, amount)
# edit transfer row
transfer = acc.edit_account_transfer(
date=date,
deduct_from_account=deduct_from_account,
credit_to_account=credit_to_account,
amount=amount,
transfer_id=transfer_id,
)
flash("Transfer edited")
else:
error = "Not a valid target account"
else:
error = "Not a valid source account"
else:
error = "Not a valid date"
else:
error = "Not a valid amount"
else:
error = "Source and target accounts cannot be the same"
return render_template("admin_edit_transfer.html", **locals())
else:
return redirect(url_for("accounts.show_transfers"))
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_simple_expense_into_shared(current_user_id, our_expenses, expense, our_accounts, our_users, date, description,
account_id, amount, error, category_id, categories, accounts, users, expense_id,
key=None, dict=None):
'''Edit a simple expense entry into a shared one'''
# 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 our_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))
their_loans = Loans(shared_with_user)
their_loan_id = their_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')
# is our original and current account the same?
if expense[0].deduct_from == account_id:
# modify the difference between then and now
our_accounts.modify_user_balance(amount=expense[0].amount-float(amount), account_id=account_id)
else:
# credit our original account back
our_accounts.modify_user_balance(amount=expense[0].amount, account_id=expense[0].deduct_from)
# debit from our current account
our_accounts.modify_user_balance(amount=-float(amount), account_id=account_id)
# edit expense (loaner - us)
our_expenses.edit_expense(date=date, category_id=category_id, account_id=account_id,
amount=float(amount) - loaned_amount, description=description,
expense_id=expense_id)
their_expenses = Expenses(shared_with_user)
their_accounts = Accounts(shared_with_user)
# add new expenses (borrower)
their_expense_id = their_expenses.add_expense(date=date, amount=loaned_amount,
description=description, pass_thru=True)
# modify their loan account balance
their_accounts.modify_loan_balance(amount=-float(loaned_amount), with_user_id=current_user_id)
# modify our loan account balance
our_accounts.modify_loan_balance(amount=loaned_amount, with_user_id=shared_with_user)
# link loan and the expenses
our_expenses.link_to_loan(expense_id=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)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(url_for('expenses.edit_expense', expense_id=expense_id))
else: error = 'Not a valid user sharing with'
else: error = 'Not a valid % split'
# show the form
return render_template('admin_edit_expense.html', **locals())
def __edit_shared_expense_into_shared(current_user_id, our_expenses, expense, our_accounts, our_users, date, description,
account_id, amount, error, category_id, categories, accounts, users, expense_id,
key=None, dict=None):
'''Edit a shared expense entry into a shared entry still'''
# 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 our_users.is_connection(user_id=shared_with_user):
# figure out percentage split
loaned_amount = round((float(amount) * (100-float(split)))/100, 2)
loaned_then_amount = round((float(expense[0].amount) * (100-float(expense[3])))/100, 2)
# is our original and current account the same?
if expense[0].deduct_from == account_id:
# modify the difference between then and now
our_accounts.modify_user_balance(amount=expense[0].amount-float(amount), account_id=account_id)
else:
# credit our original account back
our_accounts.modify_user_balance(amount=expense[0].amount, account_id=expense[0].deduct_from)
# debit from our current account
our_accounts.modify_user_balance(amount=-float(amount), account_id=account_id)
our_loans = Loans(current_user_id)
their_loans = Loans(expense[2])
# get slug as a unique identifier
slug = our_loans.get_loan_slug(loan_id=expense[1])
# are we sharing the expense with the same user as before?
if expense[2] == int(shared_with_user):
# edit the loan entries
our_loans.edit_loan(other_user_id=shared_with_user, account_id=account_id, description=description,
amount=-float(loaned_amount), date=date, loan_id=expense[1])
their_loans.edit_loan(other_user_id=current_user_id, amount=loaned_amount, date=date, slug=slug)
# modify our loan account balance difference with the user
our_accounts.modify_loan_balance(amount=loaned_amount - loaned_then_amount,
with_user_id=shared_with_user)
# now for the user we share with
their_expenses = Expenses(shared_with_user)
their_accounts = Accounts(shared_with_user)
# the user now and then is the same, get their expense
their_expense = their_expenses.get_expense(loan_id=expense[1])
# modify their loan account balance
their_accounts.modify_loan_balance(amount=-loaned_amount + loaned_then_amount,
with_user_id=current_user_id)
# edit their expense amount
their_expenses.edit_expense(date=date, account_id=account_id, amount=loaned_amount,
expense_id=their_expense[0].id, pass_thru=True)
# update loan links
our_expenses.modify_loan_link(loan_id=expense[1], percentage=split, original_amount=amount)
their_expenses.modify_loan_link(loan_id=expense[1], percentage=split, original_amount=amount)
else:
# the other user we WERE sharing with
their_expenses = Expenses(expense[2])
their_accounts = Accounts(expense[2])
# credit our loan account
our_accounts.modify_loan_balance(amount=-float(loaned_then_amount), with_user_id=expense[2])
# fetch their expense
their_expense = their_expenses.get_expense(loan_id=expense[1])
# delete the shared user's expense
their_expenses.delete_expense(expense_id=their_expense[0].id)
# modify their loan status towards us
their_accounts.modify_loan_balance(amount=loaned_then_amount, with_user_id=current_user_id)
# unlink expenses to loan entries
our_expenses.unlink_loan(loan_id=expense[1])
# delete the original loans
our_loans.delete_loan(loan_id=expense[1])
their_loans.delete_loan(slug=slug)
flash('Loan reverted')
# create a loan from us to the new user
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))
# create a loan entry for the new user
their_loans = Loans(shared_with_user)
their_loan_id = their_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')
# modify loan monies for us
our_accounts.modify_loan_balance(amount=loaned_amount, with_user_id=shared_with_user)
# the CURRENT user we are sharing with
their_accounts = Accounts(shared_with_user)
# fudge loan 'account' monies for them
their_accounts.modify_loan_balance(amount=-float(loaned_amount), with_user_id=current_user_id)
their_expenses = Expenses(shared_with_user)
# add new expenses (borrower)
their_expense_id = their_expenses.add_expense(date=date, amount=loaned_amount,
description=description, pass_thru=True)
# create new loan - expense links
our_expenses.link_to_loan(expense_id=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)
# edit expense (loaner - us)
our_expenses.edit_expense(date=date, category_id=category_id, account_id=account_id,
amount=float(amount) - loaned_amount, description=description,
expense_id=expense_id)
flash('Expense edited')
# do a GET otherwise category will fail
return redirect(url_for('expenses.edit_expense', expense_id=expense_id))
else: error = 'Not a valid user sharing with'
else: error = 'Not a valid % split'
# show the form
return render_template('admin_edit_expense.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_private():
'''Add a private user connection for a user'''
error = None
if request.method == 'POST':
new_user_name, current_user_id = request.form['name'], session.get('logged_in_user')
# setup objects in a context
useri = Users(current_user_id)
# blank name?
if new_user_name:
# already exists?
if not useri.is_connection(name=new_user_name):
# create new private user
new_user_id = useri.add_private_user(new_user_name)
# give the user a default account so we can do loans
acc = Accounts(new_user_id)
acc.add_default_account()
# have we provided initial balance?
if 'balance' in request.form:
# get balance
balance = request.form['balance']
# balance could be "empty"
if balance != "":
# valid amount?
if is_float(balance):
balance = float(balance)
# do we have a pre-existing balance with the user?
if balance != 0:
if balance > 0: # they owe us
# models
loa, acc = Loans(current_user_id), Accounts(current_user_id)
# add loan entry
loa.add_loan(other_user_id=new_user_id, date=today_date(),
account_id=acc.get_default_account(),
description="Initial balance with the user", amount=balance)
# fudge loan monies balance
acc.modify_loan_balance(amount=balance, with_user_id=new_user_id)
else: # we owe them
# models
loa, acc = Loans(new_user_id), Accounts(current_user_id)
# add loan entry
loa.add_loan(other_user_id=current_user_id, date=today_date(),
account_id=acc.get_default_account(),
description="Initial balance with the user", amount=-balance)
# fudge loan monies balance
acc.modify_loan_balance(amount=balance, with_user_id=new_user_id)
else: error = 'Not a valid amount'
# create connections from us to them and back
useri.add_connection(new_user_id)
flash('Private user added')
else: error = 'You already have a user under that name'
else: error = 'You need to provide a name'
return render_template('admin_add_private_user.html', **locals())
