def index_view(self, period_interval=None, period=None):
period_interval = request.view_args.get('period_interval', None)
if not period_interval:
period_interval = 'YYYY-MM'
self._template_args['period_interval'] = period_interval
request.view_args['period_interval'] = period_interval
self._template_args['period_interval'] = period_interval
period = request.view_args.get('period', None)
if not period:
period, = (self.session.query(db.func.to_char(JournalEntries.timestamp, period_interval))
.order_by(db.func.to_char(JournalEntries.timestamp, period_interval).desc()).first())
self._template_args['period'] = period
request.view_args['period'] = period
self._template_args['period_intervals'] = [('YYYY', 'Annual'), ('YYYY-Q', 'Quarterly'),
('YYYY-MM', 'Monthly'), ('YYYY-MM-DD', 'Daily')]
self._template_args['periods'] = (self.session.query(db.func.to_char(JournalEntries.timestamp,
self._template_args['period_interval']))
.order_by(db.func.to_char(JournalEntries.timestamp,
self._template_args['period_interval']).desc()).distinct().limit(30))
self._template_args['periods'] = [period[0] for period in self._template_args['periods']]
net_equity, = (self.session.query(func.sum(self.model.net_balance))
.join(Subaccounts)
.join(Accounts)
.join(Classifications)
.join(Elements)
.filter(db.or_(Elements.name == 'Assets', Elements.name == 'Liabilities',
Elements.name == 'Capital Contributions', Elements.name == 'Capital Distributions'))
.filter(self.model.period_interval == request.view_args['period_interval'])
.filter(self.model.period == request.view_args['period']).one())
net_equity = fs_currency_format(-net_equity)
self._template_args['footer_row'] = {'subaccount': 'Net Equity', 'net_balance': net_equity}
return super(BalanceSheetView, self).index_view()
def index_view(self, period_interval=None, period=None):
period_interval = request.view_args.get('period_interval', 'YYYY-MM')
self._template_args['period_interval'] = period_interval
request.view_args['period_interval'] = period_interval
period = request.view_args.get('period', None)
if not period:
net_income, period = (self.session.query(
func.sum(self.model.net_changes),
self.model.period).join(Subaccounts).join(Accounts).join(
Classifications).join(Elements).filter(
self.model.net_changes != 0).filter(
db.or_(
Elements.name == 'Revenues',
Elements.name == 'Expenses',
Elements.name == 'Gains',
Elements.name == 'Losses')).filter(
self.model.period_interval == request.
view_args['period_interval']).group_by(
self.model.period).order_by(
self.model.period.desc()).first())
request.view_args['period'] = period
else:
net_income, = (self.session.query(func.sum(
self.model.net_changes)).join(Subaccounts).join(Accounts).join(
Classifications).join(Elements).filter(
self.model.net_changes != 0).filter(
db.or_(
Elements.name == 'Revenues',
Elements.name == 'Expenses',
Elements.name == 'Gains',
Elements.name == 'Losses')).filter(
self.model.period_interval == request.
view_args['period_interval']).filter(
self.model.period == period).first())
self._template_args['period'] = period
self._template_args['period_intervals'] = [('YYYY', 'Annual'),
('YYYY-Q', 'Quarterly'),
('YYYY-MM', 'Monthly'),
('YYYY-MM-DD', 'Daily')]
self._template_args['periods'] = [
period[0] for period in (self.session.query(
self.model.period).order_by(self.model.period.desc()).filter(
self.model.net_changes != 0).filter(
db.or_(Elements.name == 'Revenues', Elements.name ==
'Expenses', Elements.name == 'Gains',
Elements.name == 'Losses')).filter(
self.model.period_interval ==
request.view_args['period_interval']).
distinct().limit(10))
]
net_income = fs_currency_format(-net_income)
self._template_args['footer_row'] = {
'subaccount': 'Net Income',
'net_changes': net_income
}
return super(IncomeStatementsView, self).index_view()
def index_view(self, period_interval=None, period=None):
period_interval = request.view_args.get('period_interval', None)
if not period_interval:
period_interval = 'YYYY-MM'
self._template_args['period_interval'] = period_interval
request.view_args['period_interval'] = period_interval
self._template_args['period_interval'] = period_interval
period = request.view_args.get('period', None)
if not period:
period, = (self.session.query(
db.func.to_char(
JournalEntries.timestamp, period_interval)).order_by(
db.func.to_char(JournalEntries.timestamp,
period_interval).desc()).first())
self._template_args['period'] = period
request.view_args['period'] = period
self._template_args['period_intervals'] = [('YYYY', 'Annual'),
('YYYY-Q', 'Quarterly'),
('YYYY-MM', 'Monthly'),
('YYYY-MM-DD', 'Daily')]
self._template_args['periods'] = (self.session.query(
db.func.to_char(JournalEntries.timestamp,
self._template_args['period_interval'])).order_by(
db.func.to_char(
JournalEntries.timestamp,
self._template_args['period_interval']).
desc()).distinct().limit(30))
self._template_args['periods'] = [
period[0] for period in self._template_args['periods']
]
net_equity, = (self.session.query(func.sum(
self.model.net_balance)).join(Subaccounts).join(Accounts).join(
Classifications).join(Elements).filter(
db.or_(Elements.name == 'Assets',
Elements.name == 'Liabilities',
Elements.name == 'Capital Contributions',
Elements.name == 'Capital Distributions')).filter(
self.model.period_interval ==
request.view_args['period_interval']).filter(
self.model.period ==
request.view_args['period']).one())
net_equity = fs_currency_format(-net_equity)
self._template_args['footer_row'] = {
'subaccount': 'Net Equity',
'net_balance': net_equity
}
return super(BalanceSheetView, self).index_view()
def index_view(self, period_interval=None, period=None):
period_interval = request.view_args.get('period_interval', 'YYYY-MM')
self._template_args['period_interval'] = period_interval
request.view_args['period_interval'] = period_interval
period = request.view_args.get('period', None)
if not period:
net_income, period = (self.session.query(func.sum(self.model.net_changes), self.model.period)
.join(Subaccounts)
.join(Accounts)
.join(Classifications)
.join(Elements)
.filter(self.model.net_changes != 0)
.filter(db.or_(Elements.name == 'Revenues', Elements.name == 'Expenses',
Elements.name == 'Gains', Elements.name == 'Losses'))
.filter(self.model.period_interval == request.view_args['period_interval'])
.group_by(self.model.period)
.order_by(self.model.period.desc())
.first())
request.view_args['period'] = period
else:
net_income, = (self.session.query(func.sum(self.model.net_changes))
.join(Subaccounts)
.join(Accounts)
.join(Classifications)
.join(Elements)
.filter(self.model.net_changes != 0)
.filter(db.or_(Elements.name == 'Revenues', Elements.name == 'Expenses',
Elements.name == 'Gains', Elements.name == 'Losses'))
.filter(self.model.period_interval == request.view_args['period_interval'])
.filter(self.model.period == period)
.first())
self._template_args['period'] = period
self._template_args['period_intervals'] = [('YYYY', 'Annual'), ('YYYY-Q', 'Quarterly'), ('YYYY-MM', 'Monthly'), ('YYYY-MM-DD', 'Daily')]
self._template_args['periods'] = [period[0] for period in (self.session.query(self.model.period)
.order_by(self.model.period.desc())
.filter(self.model.net_changes != 0)
.filter(db.or_(Elements.name == 'Revenues', Elements.name == 'Expenses',
Elements.name == 'Gains', Elements.name == 'Losses'))
.filter(self.model.period_interval == request.view_args['period_interval'])
.distinct().limit(10))]
net_income = fs_currency_format(-net_income)
self._template_args['footer_row'] = {'subaccount': 'Net Income', 'net_changes': net_income}
return super(IncomeStatementsView, self).index_view()
