196 lines
7.0 KiB
Python
196 lines
7.0 KiB
Python
from datetime import date
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from flask import Blueprint, render_template, redirect, url_for, flash, request, jsonify
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from flask_login import login_required
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from flask_wtf import FlaskForm
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from wtforms import StringField, SelectField, TextAreaField, SubmitField
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from wtforms.validators import DataRequired, Length, Optional
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from sqlalchemy import func, extract
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from app.extensions import db
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from app.models.account import Account
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from app.models.transaction import Transaction
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from app.services.account_service import calc_balance
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accounts_bp = Blueprint('accounts', __name__, url_prefix='/accounts')
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ACCOUNT_TYPES = [
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('checking', 'Checking'),
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('savings', 'Savings'),
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('cash', 'Cash'),
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('credit_card', 'Credit Card'),
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('crypto', 'Crypto Wallet'),
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('investment', 'Investment'),
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('other', 'Other'),
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]
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ACCOUNT_ICONS = [
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('bi-bank', 'Bank'),
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('bi-wallet2', 'Wallet'),
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('bi-cash-stack', 'Cash'),
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('bi-credit-card', 'Credit Card'),
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('bi-currency-bitcoin', 'Crypto'),
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('bi-graph-up', 'Investment'),
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('bi-safe', 'Safe'),
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]
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ACCOUNT_COLORS = [
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'#4F81C7', '#10B981', '#F59E0B', '#EF4444',
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'#8B5CF6', '#EC4899', '#06B6D4', '#64748B',
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]
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class AccountForm(FlaskForm):
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name = StringField('Account Name', validators=[DataRequired(), Length(1, 100)])
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account_type = SelectField('Type', choices=ACCOUNT_TYPES, validators=[DataRequired()])
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color = StringField('Color', default='#4F81C7')
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icon = StringField('Icon', default='bi-bank')
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notes = TextAreaField('Notes', validators=[Optional(), Length(max=500)])
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submit = SubmitField('Save')
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BANK_TYPES = {'checking', 'savings', 'cash', 'investment', 'crypto', 'other'}
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@accounts_bp.route('/')
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@login_required
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def index():
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tab = request.args.get('tab', 'bank')
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if tab not in ('bank', 'credit'):
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tab = 'bank'
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all_accounts = Account.query.filter_by(is_active=True).order_by(Account.name).all()
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for a in all_accounts:
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calc_balance(a.id)
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all_accounts = Account.query.filter_by(is_active=True).order_by(Account.name).all()
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bank_accounts = [a for a in all_accounts if a.account_type in BANK_TYPES]
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credit_accounts = [a for a in all_accounts if a.account_type == 'credit_card']
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accounts = credit_accounts if tab == 'credit' else bank_accounts
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# Monthly charges per credit card (current month expenses)
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today = date.today()
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monthly_charges = {}
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if credit_accounts:
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rows = db.session.query(
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Transaction.account_id,
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func.sum(Transaction.amount)
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).filter(
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Transaction.transaction_type == 'expense',
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extract('year', Transaction.date) == today.year,
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extract('month', Transaction.date) == today.month,
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Transaction.account_id.in_([a.id for a in credit_accounts])
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).group_by(Transaction.account_id).all()
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monthly_charges = {row[0]: float(row[1]) for row in rows}
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return render_template('accounts/index.html',
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accounts=accounts,
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tab=tab,
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bank_count=len(bank_accounts),
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credit_count=len(credit_accounts),
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monthly_charges=monthly_charges)
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@accounts_bp.route('/new', methods=['GET', 'POST'])
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@login_required
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def new():
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form = AccountForm()
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if form.validate_on_submit():
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account = Account(
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name=form.name.data.strip(),
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account_type=form.account_type.data,
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color=form.color.data or '#4F81C7',
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icon=form.icon.data or 'bi-bank',
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notes=form.notes.data,
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balance=0,
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)
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db.session.add(account)
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db.session.commit()
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flash(f'Account "{account.name}" created.', 'success')
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return redirect(url_for('accounts.index'))
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return render_template('accounts/form.html', form=form, title='New Account',
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colors=ACCOUNT_COLORS, icons=ACCOUNT_ICONS)
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@accounts_bp.route('/<int:id>/edit', methods=['GET', 'POST'])
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@login_required
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def edit(id):
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account = db.get_or_404(Account, id)
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form = AccountForm(obj=account)
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if form.validate_on_submit():
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account.name = form.name.data.strip()
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account.account_type = form.account_type.data
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account.color = form.color.data or account.color
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account.icon = form.icon.data or account.icon
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account.notes = form.notes.data
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db.session.commit()
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flash(f'Account "{account.name}" updated.', 'success')
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return redirect(url_for('accounts.index'))
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return render_template('accounts/form.html', form=form, title='Edit Account',
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account=account, colors=ACCOUNT_COLORS, icons=ACCOUNT_ICONS)
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@accounts_bp.route('/<int:id>/delete', methods=['POST'])
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@login_required
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def delete(id):
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account = db.get_or_404(Account, id)
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# Soft delete
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account.is_active = False
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db.session.commit()
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flash(f'Account "{account.name}" removed.', 'info')
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return redirect(url_for('accounts.index'))
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@accounts_bp.route('/<int:id>/adjust', methods=['GET', 'POST'])
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@login_required
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def adjust_balance(id):
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account = db.get_or_404(Account, id)
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calc_balance(account.id)
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db.session.refresh(account)
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current_balance = float(account.balance)
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if request.method == 'POST':
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from app.models.transaction import Transaction
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from app.models.category import Category
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from wtforms import ValidationError
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try:
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new_balance = float(request.form.get('new_balance', '').replace(',', ''))
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except (ValueError, AttributeError):
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flash('Invalid amount entered.', 'danger')
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return redirect(url_for('accounts.adjust_balance', id=id))
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difference = round(new_balance - current_balance, 2)
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if difference == 0:
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flash('Balance is already at that amount — no adjustment needed.', 'info')
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return redirect(url_for('accounts.index',
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tab='credit' if account.account_type == 'credit_card' else 'bank'))
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txn_type = 'income' if difference > 0 else 'expense'
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amount = abs(difference)
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notes = request.form.get('notes', '').strip() or 'Manual balance adjustment'
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txn = Transaction(
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account_id=account.id,
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transaction_type=txn_type,
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amount=amount,
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description='Balance Adjustment',
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date=date.today(),
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notes=notes,
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)
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db.session.add(txn)
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db.session.commit()
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calc_balance(account.id)
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flash(
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f'Balance adjusted by '
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f'{"+" if difference > 0 else ""}{difference:,.2f}. '
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f'New balance: {new_balance:,.2f}.',
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'success'
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)
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return redirect(url_for('accounts.index',
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tab='credit' if account.account_type == 'credit_card' else 'bank'))
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return render_template('accounts/adjust.html',
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account=account,
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current_balance=current_balance)
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