fina/backup/first -fina app/app/models/category.py

from app import db
from datetime import datetime
from sqlalchemy import func, extract

class Category(db.Model):
    __tablename__ = 'categories'
    
    id = db.Column(db.Integer, primary_key=True)
    name = db.Column(db.String(100), nullable=False)
    description = db.Column(db.Text)
    color = db.Column(db.String(7), default='#6366f1')
    user_id = db.Column(db.Integer, db.ForeignKey('users.id'), nullable=False)
    created_at = db.Column(db.DateTime, default=datetime.utcnow)
    
    # Budget fields
    monthly_budget = db.Column(db.Float, nullable=True)
    budget_alert_sent = db.Column(db.Boolean, default=False)
    budget_alert_threshold = db.Column(db.Float, default=1.0)  # 1.0 = 100%
    last_budget_check = db.Column(db.DateTime, nullable=True)
    
    expenses = db.relationship('Expense', backref='category', lazy=True, cascade='all, delete-orphan')
    
    def get_total_spent(self):
        return sum(expense.amount for expense in self.expenses)
    
    def get_monthly_totals(self, year=None):
        """Get expenses grouped by month for the year"""
        if year is None:
            year = datetime.now().year
        
        monthly_data = db.session.query(
            extract('month', Expense.date).label('month'),
            func.sum(Expense.amount).label('total')
        ).filter(
            Expense.category_id == self.id,
            extract('year', Expense.date) == year
        ).group_by('month').all()
        
        # Create array with all 12 months
        result = [0] * 12
        for month, total in monthly_data:
            result[int(month) - 1] = float(total) if total else 0
        
        return result
    
    def get_yearly_total(self, year):
        """Get total expenses for a specific year"""
        total = db.session.query(func.sum(Expense.amount)).filter(
            Expense.category_id == self.id,
            extract('year', Expense.date) == year
        ).scalar()
        return float(total) if total else 0
    
    def get_current_month_spending(self):
        """Get total spending for current month"""
        now = datetime.now()
        total = db.session.query(func.sum(Expense.amount)).filter(
            Expense.category_id == self.id,
            extract('year', Expense.date) == now.year,
            extract('month', Expense.date) == now.month
        ).scalar()
        return float(total) if total else 0
    
    def get_budget_status(self):
        """Get budget status: percentage used and over budget flag"""
        if not self.monthly_budget or self.monthly_budget <= 0:
            return {'percentage': 0, 'over_budget': False, 'remaining': 0}
        
        spent = self.get_current_month_spending()
        percentage = (spent / self.monthly_budget) * 100
        over_budget = percentage >= (self.budget_alert_threshold * 100)
        remaining = self.monthly_budget - spent
        
        return {
            'spent': spent,
            'budget': self.monthly_budget,
            'percentage': round(percentage, 1),
            'over_budget': over_budget,
            'remaining': remaining
        }
    
    def should_send_budget_alert(self):
        """Check if budget alert should be sent"""
        if not self.monthly_budget:
            return False
        
        status = self.get_budget_status()
        
        # Only send if over threshold and not already sent this month
        if status['over_budget'] and not self.budget_alert_sent:
            return True
        
        # Reset alert flag at start of new month
        now = datetime.now()
        if self.last_budget_check:
            if (self.last_budget_check.month != now.month or 
                self.last_budget_check.year != now.year):
                self.budget_alert_sent = False
        
        return False
    
    def __repr__(self):
        return f'<Category {self.name}>'

class Expense(db.Model):
    __tablename__ = 'expenses'
    
    id = db.Column(db.Integer, primary_key=True)
    description = db.Column(db.String(200), nullable=False)
    amount = db.Column(db.Float, nullable=False)
    date = db.Column(db.DateTime, default=datetime.utcnow)
    paid_by = db.Column(db.String(100))
    tags = db.Column(db.String(500))
    file_path = db.Column(db.String(500))
    category_id = db.Column(db.Integer, db.ForeignKey('categories.id'), nullable=False)
    user_id = db.Column(db.Integer, db.ForeignKey('users.id'), nullable=False)
    created_at = db.Column(db.DateTime, default=datetime.utcnow)
    
    def __repr__(self):
        return f'<Expense {self.description}: ${self.amount}>'