263 lines
9.4 KiB
Python
263 lines
9.4 KiB
Python
from app import app, db
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from flask import render_template, redirect, url_for, request, jsonify
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from sqlalchemy import select, delete, update
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from .models import LineItem, BudgetCategory, Vendor
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from .utils import get_bank_statements_path, get_month_timestamps, get_all_months
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import datetime
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import os
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import openpyxl
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import time
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@app.route('/')
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def base_url():
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return redirect(url_for('line_items_by_month'))
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@app.route('/budget_categories')
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def budget_categories():
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budget_categories = db.session.execute(select(BudgetCategory)).all()
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return render_template('budget_categories.html',
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budget_categories=budget_categories)
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@app.route('/vendors')
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def vendors():
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vendors = db.session.execute(select(Vendor)).all()
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return render_template('vendors.html',
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vendors=vendors)
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@app.route('/budget_monthly_analysis')
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def budget_monthly_analysis():
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all_months = get_all_months()
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return render_template('budget_monthly_analysis.html',
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all_months=all_months)
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@app.route('/line_items_by_month')
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def line_items_by_month():
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all_months = get_all_months()
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files = os.listdir(get_bank_statements_path())
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return render_template('line_items_by_month.html',
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files=files,
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all_months=all_months)
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@app.route('/upload_file/<filename>')
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def upload_file(filename:str):
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bank_statement_file_path = get_bank_statements_path() + filename
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xl = openpyxl.load_workbook(bank_statement_file_path, read_only=True)
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wb = xl.worksheets[0]
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items_to_add = []
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vendors = db.session.execute(select(Vendor.name)).all()
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vendors_added = [vendor[0] for vendor in vendors]
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for line, row in enumerate(wb.rows):
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row = [x.value for x in row]
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if line == 0:
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columns = {x: i for i,x in enumerate(row)}
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continue
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if row[columns['Charge']]:
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amount=row[columns['Charge']] * -1
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else:
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amount=row[columns['Deposit']]
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date = row[0]
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date = time.mktime(date.timetuple())
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if not row[columns['Vendor']] in vendors_added:
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vendors_added.append(row[columns['Vendor']])
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vendor = Vendor(
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name=row[columns['Vendor']]
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)
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db.session.add(vendor)
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db.session.commit()
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vendor_id = db.session.execute(select(Vendor.id).where(Vendor.name==row[columns['Vendor']])).scalar()
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line_item = LineItem(
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parent_line_item_id=None,
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amount=amount,
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currency_type='shekel',
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vendor_id=vendor_id,
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date=date,
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confirmation_code=row[columns['Confirmation Code']],
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note=row[columns['Note']]
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)
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items_to_add.append(line_item)
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xl.close()
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db.session.add_all(items_to_add)
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db.session.commit()
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# os.remove(file_path)
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return redirect(url_for('home'))
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@app.route('/split_line/<line_item_id>')
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def split_line(line_item_id):
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li = db.session.execute(select(LineItem).where(LineItem.id == line_item_id)).scalar()
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return render_template('split_line.html',
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li=li)
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###################
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# API calls below #
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###################
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@app.route('/add_budget_category', methods=['POST'])
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def add_budget_category():
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if request.method == 'POST':
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category_name = request.form['category_name']
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bc = BudgetCategory(name=category_name)
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db.session.add(bc)
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db.session.commit()
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return redirect(url_for('budget_categories'))
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@app.route('/add_line_item', methods=['POST'])
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def add_line_item():
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if request.method == 'POST':
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date = datetime.datetime.strptime(request.form['Date'], '%Y-%m-%d').timestamp()
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vendor = db.session.execute(select(Vendor).where(Vendor.name == request.form['Vendor'])).scalar()
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if not vendor:
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db.session.add(Vendor(name=request.form['Vendor']))
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db.session.commit()
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vendor = db.session.execute(select(Vendor).where(Vendor.name == request.form['Vendor'])).scalar()
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db.session.add(
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LineItem(
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parent_line_item_id =request.form['ParentId'],
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amount =request.form['Amount'],
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currency_type =request.form['Currency-Type'],
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vendor_id =vendor.id,
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date =date,
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confirmation_code =request.form['Confirmation Code'],
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note =request.form['Note']
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)
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)
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db.session.commit()
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return redirect(url_for('line_items_by_month'))
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@app.route('/add_vendor', methods=['POST'])
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def add_vendor():
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if request.method == 'POST':
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vendor_name = request.form['vendor_name']
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vendor = Vendor(name=vendor_name)
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db.session.add(vendor)
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db.session.commit()
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return redirect(url_for('vendors'))
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@app.route('/update_vendor/<li_id>/<new_name>', methods=['POST'])
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def update_vendor(li_id, new_name):
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vendor = db.session.execute(select(Vendor).where(Vendor.name == new_name)).scalar()
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if not vendor:
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db.session.add(Vendor(name=new_name))
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db.session.commit()
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vendor = db.session.execute(select(Vendor).where(Vendor.name == new_name)).scalar()
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db.session.execute(update(LineItem).where(LineItem.id==li_id).values(vendor_id=vendor.id))
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db.session.commit()
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return {"status":'success'}
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@app.route('/delete_budget_category/<id>', methods=['POST'])
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def delete_budget_category(id):
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db.session.execute(update(Vendor).where(Vendor.bc_id==id).values(bc_id=None))
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db.session.execute(delete(BudgetCategory).where(BudgetCategory.id==id))
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db.session.commit()
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return {"status":'success'}
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@app.route('/delete_vendor/<id>', methods=['POST'])
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def delete_vendor(id):
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db.session.execute(delete(Vendor).where(Vendor.id==id))
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db.session.commit()
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return {"status":'success'}
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@app.route('/get_month_line_items/<month>/<year>', methods=['POST'])
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def get_month_line_items(month:str, year:str):
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year = int(year)
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month_int = datetime.datetime.strptime(month, "%b").month
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first_day_timestamp, last_day_timestamp = get_month_timestamps(month_int, year)
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month_line_items = db.session.execute(select(LineItem).where(LineItem.date > first_day_timestamp, LineItem.date < last_day_timestamp)).scalars().all()
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line_item_list = []
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for li in month_line_items:
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line_item_data = {
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'id':li.id,
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'parent_line_item_id':li.parent_line_item_id,
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'amount':li.amount,
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'currency_type':li.currency_type,
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'vendor':li.get_vendor().name,
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'date':li.display_date(),
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'confirmation_code':li.confirmation_code,
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'note':li.note
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}
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line_item_list.append(line_item_data)
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return jsonify(line_item_list)
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@app.route('/update_vendors_budget_category/<vendor_id>/<updated_budget_name>', methods=['POST'])
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def update_vendors_budget_category(vendor_id, updated_budget_name):
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budget_cat = db.session.execute(select(BudgetCategory).where(BudgetCategory.name == updated_budget_name)).scalar()
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vendor = db.session.execute(select(Vendor).where(Vendor.id ==vendor_id)).all()
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if budget_cat:
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db.session.execute(update(Vendor).values(bc_id=budget_cat.id).where(Vendor.id==vendor_id))
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db.session.commit()
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else:
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db.session.add(BudgetCategory(
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name=updated_budget_name
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))
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db.session.commit()
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budget_cat = db.session.execute(select(BudgetCategory).where(BudgetCategory.name == updated_budget_name)).scalar()
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db.session.execute(update(Vendor).values(bc_id=budget_cat.id).where(Vendor.id==vendor_id))
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db.session.commit()
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return {"status":'success'}
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@app.route('/split_line_endpoint', methods=['POST'])
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def split_line_endpoint():
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if not request.method == 'POST':
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return
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list_of_items = []
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item_holder = []
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for i, v in enumerate(request.form.values()):
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if i == 0:
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parent_id = v
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elif i == 1:
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date = v
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else:
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item_holder.append(v)
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if len(item_holder) == 4:
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list_of_items.append(item_holder.copy())
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item_holder.clear()
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for item in list_of_items:
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vendor_id = db.session.execute(select(Vendor.id).where(Vendor.name==item[1])).scalar()
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if not vendor_id:
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db.session.add(Vendor(name=item[1]))
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db.session.commit()
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vendor_id = db.session.execute(select(Vendor.id).where(Vendor.name==item[1])).scalar()
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db.session.add(LineItem(
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parent_line_item_id = parent_id,
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amount = item[0],
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vendor_id = vendor_id,
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date = date,
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confirmation_code = item[2],
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note = item[3]
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))
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db.session.commit()
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return redirect(url_for('line_items_by_month'))
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@app.route('/get_budget_details_for_month/<month>/<year>', methods=['POST'])
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def get_budget_details_for_month(month:str, year:str):
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year = int(year)
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month_int = datetime.datetime.strptime(month, "%b").month
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budgets = db.session.execute(select(BudgetCategory)).scalars().all()
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budget_list = []
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for budget in budgets:
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budget_list.append({
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'id':budget.id,
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'name':budget.name,
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'month_cost':budget.get_total_month_cost(month_int, year)
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})
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return jsonify(budget_list)
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