fina/backup/first -fina app/app/models/category.py
2025-12-26 00:52:56 +00:00

120 lines
4.5 KiB
Python
Executable file

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}>'