release: publish saldo 0.1.0
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from __future__ import annotations
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from decimal import Decimal
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from flask import Blueprint, current_app, g, render_template, send_from_directory
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from flask_login import login_required
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from app.models import (
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Account,
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Category,
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CommunityAccount,
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CostParticipant,
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InAppNotification,
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Month,
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to_decimal,
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)
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from app.utils.users import (
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active_users,
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benefit_scope_label,
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personal_account_names,
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personal_users,
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sync_user_participants,
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)
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main_bp = Blueprint("main", __name__)
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def _community_account_cards(month, previous_month):
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community_accounts = CommunityAccount.query.filter_by(is_active=True).order_by(
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CommunityAccount.sort_order.asc(), CommunityAccount.name.asc()
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).all()
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current_entry_values = {item.entry_id: to_decimal(item.planned_amount) for item in month.entry_values}
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previous_entry_values = (
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{item.entry_id: to_decimal(item.planned_amount) for item in previous_month.entry_values}
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if previous_month is not None
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else {}
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)
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current_allocations = {
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item.target_account.slug: to_decimal(item.amount)
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for item in month.allocations
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if item.target_account
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}
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previous_allocations = (
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{
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item.target_account.slug: to_decimal(item.amount)
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for item in previous_month.allocations
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if item.target_account
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}
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if previous_month is not None
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else {}
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)
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budget_categories = Category.query.join(Account).filter(
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Category.is_active.is_(True),
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Account.slug == "gemeinschaftskonto",
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).all()
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cards = []
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for community_account in community_accounts:
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if community_account.account_type == "personal" and community_account.linked_account_slug:
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current_total = current_allocations.get(community_account.linked_account_slug, Decimal("0.00"))
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previous_total = previous_allocations.get(community_account.linked_account_slug, Decimal("0.00"))
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assigned_budget_names = ["Persönliche Auszahlung"]
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else:
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assigned_categories = [
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category for category in budget_categories if category.community_account_id == community_account.id
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]
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current_total = sum(
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(current_entry_values.get(entry.id, Decimal("0.00")) for category in assigned_categories for entry in category.entries if entry.is_active),
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Decimal("0.00"),
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)
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previous_total = sum(
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(previous_entry_values.get(entry.id, Decimal("0.00")) for category in assigned_categories for entry in category.entries if entry.is_active),
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Decimal("0.00"),
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)
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assigned_budget_names = [category.name for category in assigned_categories]
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delta = current_total - previous_total
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cards.append(
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{
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"community_account": community_account,
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"current_total": current_total,
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"previous_total": previous_total,
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"delta": delta,
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"assigned_budget_names": assigned_budget_names,
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"needs_update": delta != Decimal("0.00"),
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"is_read_only": community_account.account_type == "personal",
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}
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)
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return cards
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@main_bp.route("/")
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@login_required
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def index():
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if sync_user_participants():
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current_app.logger.info("App-Nutzer wurden mit Split-Personen synchronisiert.")
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from app.extensions import db
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db.session.commit()
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month = g.current_month
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summary = current_app.extensions["saldo.month_service"].compute_summary(month)
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previous_month = current_app.extensions["saldo.month_service"].previous_month(month.year, month.month)
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recent_months = Month.query.order_by(Month.year.desc(), Month.month.desc()).limit(6).all()
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notifications = (
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InAppNotification.query.filter_by(is_read=False)
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.order_by(InAppNotification.created_at.desc())
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.limit(5)
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.all()
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)
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community_account_cards = _community_account_cards(month, previous_month)
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shared_account_changes = [
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item for item in community_account_cards if not item["is_read_only"] and item["needs_update"]
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]
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personal_allocations = {
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item.target_account.slug: to_decimal(item.amount)
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for item in month.allocations
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if item.target_account and item.target_account.slug in {"persoenlich-flo", "persoenlich-desi"}
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}
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internal_participants = {
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participant.linked_user_id: participant
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for participant in CostParticipant.query.filter(
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CostParticipant.is_active.is_(True),
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CostParticipant.is_app_user.is_(True),
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).all()
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if participant.linked_user_id is not None
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}
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personal_label_map = personal_account_names()
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personal_user_list = personal_users()
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personal_user_map = {
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"persoenlich-flo": personal_user_list[0] if len(personal_user_list) > 0 else None,
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"persoenlich-desi": personal_user_list[1] if len(personal_user_list) > 1 else None,
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}
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def _personal_payload(slug: str) -> dict:
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user = personal_user_map.get(slug)
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participant = internal_participants.get(user.id) if user is not None else None
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return {
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"amount": personal_allocations.get(slug, Decimal("0.00")),
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"name": personal_label_map.get(slug, slug),
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"avatar_url": getattr(participant, "avatar_url", None) or getattr(user, "avatar_url", None),
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"avatar_initials": getattr(participant, "avatar_initials", None)
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or getattr(user, "avatar_initials", "??"),
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}
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return render_template(
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"main/index.html",
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month=month,
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summary=summary,
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recent_months=recent_months,
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notifications=notifications,
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community_account_cards=community_account_cards,
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shared_account_changes=shared_account_changes,
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personal_payouts={
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"first": _personal_payload("persoenlich-flo"),
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"second": _personal_payload("persoenlich-desi"),
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},
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)
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@main_bp.route("/analytics")
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@login_required
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def analytics():
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if sync_user_participants():
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from app.extensions import db
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db.session.commit()
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month = g.current_month
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summary = current_app.extensions["saldo.month_service"].compute_summary(month)
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available_users = active_users()
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category_totals: dict[str, dict] = {}
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account_totals: dict[str, Decimal] = {}
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benefit_totals: dict[str, Decimal] = {}
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entry_rows = []
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personal_label_map = personal_account_names()
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for value in month.entry_values:
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entry = value.entry
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category = entry.category if entry else None
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account = category.account if category else None
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if (
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entry is None
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or category is None
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or account is None
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or not entry.is_active
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or not category.is_active
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or not account.is_active
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):
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continue
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amount = to_decimal(value.planned_amount)
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is_personal_payout = account.slug in {"persoenlich-flo", "persoenlich-desi"}
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is_savings_target = account.slug in {"sparen", "urlaub", "freizeit"}
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category_key = (
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"personal-payout"
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if is_personal_payout
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else "savings-targets"
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if is_savings_target
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else str(category.id)
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)
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category_label = (
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"Persönliche Auszahlung"
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if is_personal_payout
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else "Sparkonten"
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if is_savings_target
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else category.name
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)
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category_account = (
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"Persönliche Auszahlung"
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if is_personal_payout
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else "Sparen & Verteilung"
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if is_savings_target
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else account.name
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)
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detail_entry_label = (
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personal_label_map.get(account.slug, account.name) if account.slug in {"persoenlich-flo", "persoenlich-desi"}
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else category.name if is_savings_target
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else entry.name
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)
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category_bucket = category_totals.setdefault(
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category_key,
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{
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"id": category_key,
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"label": category_label,
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"account": category_account,
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"value": Decimal("0.00"),
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"entries": {},
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},
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)
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category_bucket["value"] += amount
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category_bucket["entries"][detail_entry_label] = (
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category_bucket["entries"].get(detail_entry_label, Decimal("0.00")) + amount
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)
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account_label = (
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"Persönliche Auszahlung"
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if is_personal_payout
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else account.name
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)
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account_totals[account_label] = account_totals.get(account_label, Decimal("0.00")) + amount
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benefit_label = benefit_scope_label(entry.benefit_scope, available_users)
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benefit_totals[benefit_label] = benefit_totals.get(benefit_label, Decimal("0.00")) + amount
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entry_rows.append(
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{
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"label": f"{category.name} · {entry.name}",
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"value": amount,
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}
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)
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sorted_categories = sorted(
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category_totals.values(),
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key=lambda item: (-item["value"], item["account"], item["label"]),
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)
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category_entry_map = {
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str(item["id"]): {
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"label": item["label"],
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"account": item["account"],
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"labels": [label for label, _ in sorted(item["entries"].items(), key=lambda entry: (-entry[1], entry[0]))],
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"values": [float(value) for _, value in sorted(item["entries"].items(), key=lambda entry: (-entry[1], entry[0]))],
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}
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for item in sorted_categories
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}
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default_category_id = str(sorted_categories[0]["id"]) if sorted_categories else ""
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sorted_accounts = sorted(account_totals.items(), key=lambda item: (-item[1], item[0]))
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top_entries = sorted(entry_rows, key=lambda item: (-item["value"], item["label"]))[:10]
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historical_months = Month.query.order_by(Month.year.asc(), Month.month.asc()).all()
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budget_categories = (
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Category.query.join(Account)
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.filter(
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Category.is_active.is_(True),
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Account.slug == "gemeinschaftskonto",
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)
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.order_by(Category.sort_order.asc(), Category.name.asc())
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.all()
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)
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budget_timeline_rows = {
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category.id: {
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"label": category.name,
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"data": [],
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}
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for category in budget_categories
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}
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for historical_month in historical_months:
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month_totals = {category.id: Decimal("0.00") for category in budget_categories}
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for value in historical_month.entry_values:
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entry = value.entry
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category = entry.category if entry else None
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account = category.account if category else None
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if (
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entry is None
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or category is None
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or account is None
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or category.id not in month_totals
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or not entry.is_active
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or not category.is_active
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or not account.is_active
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):
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continue
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month_totals[category.id] += to_decimal(value.planned_amount)
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for category in budget_categories:
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budget_timeline_rows[category.id]["data"].append(float(month_totals[category.id]))
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budget_timeline_datasets = [
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dataset
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for dataset in budget_timeline_rows.values()
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if any(value != 0 for value in dataset["data"])
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]
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return render_template(
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"main/analytics.html",
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month=month,
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summary=summary,
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category_labels=[item["label"] for item in sorted_categories],
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category_values=[float(item["value"]) for item in sorted_categories],
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category_keys=[str(item["id"]) for item in sorted_categories],
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category_entry_map=category_entry_map,
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default_category_id=default_category_id,
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benefit_labels=[label for label, _ in sorted(benefit_totals.items(), key=lambda item: (-item[1], item[0]))],
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benefit_values=[float(value) for _, value in sorted(benefit_totals.items(), key=lambda item: (-item[1], item[0]))],
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account_labels=[label for label, _ in sorted_accounts],
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account_values=[float(value) for _, value in sorted_accounts],
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top_entry_labels=[item["label"] for item in top_entries],
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top_entry_values=[float(item["value"]) for item in top_entries],
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budget_timeline_labels=[item.label for item in historical_months],
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budget_timeline_datasets=budget_timeline_datasets,
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)
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@main_bp.route("/health")
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def health():
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return {"status": "ok"}, 200
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@main_bp.route("/media/avatars/<path:filename>")
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def uploaded_avatar(filename: str):
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return send_from_directory(current_app.config["AVATAR_UPLOAD_DIR"], filename)
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