finplan/main.py

# main.py
from flask import Flask, render_template, request, redirect, url_for, Response
from calc import calculate_savings_depletion
from db import init_db, get_finance_data, update_finance, get_budget_data, get_comp_set_data, get_comp_set_options
from collections import defaultdict
from datetime import datetime
import csv
import io
from disp import FP_VAR

app = Flask(__name__)

# Initialize the database
init_db()

@app.route('/')
def index():
    finance_data = get_finance_data()
    get_comp_set_options(finance_data)
    depletion_date, savings_per_fortnight, final_savings = calculate_savings_depletion(finance_data)
    BUDGET=get_budget_data(finance_data)

    if depletion_date:
        depletion_date=depletion_date.date(); # just show date

    # if we are comparing...(compare_to will be 0 / None to start with, and then COMP will be None
    COMP=get_comp_set_data(finance_data['compare_to'])

    DISP=[]
    # Row 1
    r=[]
    r.append( FP_VAR( 'D Salary', 'D_Salary' ) )
    r.append( FP_VAR( 'Savings', 'Savings' ) )
    r.append( FP_VAR( 'Car Loan via Pay', 'Car_loan_via_pay', 'readonly' ) )
    r.append( FP_VAR( 'Living Expenses', 'Living_Expenses' ) )
    r.append( FP_VAR( 'Overseas Trip', 'Overseas_trip', 'date', 'col-auto', 'Overseas_trip_date' ) )
    DISP.append(r)

    # Row 2
    r=[]
    r.append( FP_VAR( 'D # Fortnights pay', 'D_Num_fortnights_pay' ) )
    r.append( FP_VAR( 'Interest Rate', 'Interest_Rate' ) )
    r.append( FP_VAR( 'Car Loan', 'Car_loan', 'readonly' ) )
    r.append( FP_VAR( 'Inflation', 'Inflation' ) )
    r.append( FP_VAR( 'Reno Costs', 'Mark_reno', 'date', 'col-auto', 'Mark_reno_date' ) )
    DISP.append(r)

    # Row 2
    r=[]
    r.append( FP_VAR( 'D # days leave', 'D_leave_owed_in_days' ) )
    r.append( FP_VAR( 'M TLS amount', 'M_TLS_shares' ) )
    r.append( FP_VAR( 'Car Balloon', 'Car_balloon', 'readonly' ) )
    DISP.append(r)

    # Row 3
    r=[]
    r.append( FP_VAR( 'D CBA amount', 'D_CBA_shares' ) )
    r.append( FP_VAR( 'D TLS amount', 'D_TLS_shares' ) )
    r.append( FP_VAR( 'Mich Present', 'Mich_present', 'readonly' ) )
    r.append( FP_VAR( 'Sell Shares for:', 'Sell_shares', 'select', 'col-auto' ) )
    DISP.append(r)

    # Row 4
    r=[]
    r.append( FP_VAR( 'CBA price', 'CBA_price' ) )
    r.append( FP_VAR( 'TLS price', 'TLS_price' ) )
    r.append( FP_VAR( 'School Fees', 'School_Fees', 'readonly' ) )
    r.append( FP_VAR( 'FINAL # of CBA', 'CBA', 'readonly' ) )
    r.append( FP_VAR( 'FINAL # of TLS', 'TLS', 'readonly' ) )
    DISP.append(r)

    return render_template('index.html', finance=finance_data, depletion_date=depletion_date, savings=savings_per_fortnight, BUDGET=BUDGET, COMP=COMP, DISP=DISP)

@app.route('/update', methods=['POST'])
def update():

    finance_data = (
        request.form['D_Salary'],
        request.form['D_Num_fortnights_pay'],
        request.form['School_Fees'],
        request.form['Car_loan_via_pay'],
        request.form['Car_loan'],
        request.form['Car_balloon'],
        request.form['Living_Expenses'],
        request.form['Savings'],
        request.form['Interest_Rate'],
        request.form['Inflation'],
        request.form['Mich_present'],
        request.form['Overseas_trip'],
        request.form['Mark_reno'],
        request.form['D_leave_owed_in_days'],
        request.form['D_TLS_shares'],
        request.form['M_TLS_shares'],
        request.form['D_CBA_shares'],
        request.form['TLS_price'],
        request.form['CBA_price'],
        request.form['Overseas_trip_date'],
        request.form['Mark_reno_date'],
        request.form['Sell_shares'],
        request.form['compare_to']
    )

    update_finance(finance_data)

    return redirect(url_for('index'))

@app.route("/download_csv", methods=["GET"])
def download_csv():

    finance_data = get_finance_data()
    depletion_date, savings_per_fortnight, final_savings = calculate_savings_depletion(finance_data)
    BUDGET=get_budget_data(finance_data)

    # Group data by year
    data_by_year = defaultdict(list)
    for date_str, amount in savings_per_fortnight:
        year = date_str.split("-")[0]  # Extract the year from the date
        data_by_year[year].append((date_str, amount))

    # Determine the maximum number of entries for any year
    max_entries_per_year = max(len(entries) for entries in data_by_year.values())

    # Sort years for column ordering
    years = sorted(data_by_year.keys())

    # get finance data into a list for spitting out during csv last column dump
    fd_lst = list(finance_data.items())
    fd_lst[0]=('Variable', 'Value')

    # Create an in-memory output file
    output = io.StringIO()
    
    # Create a CSV writer object
    writer = csv.writer(output)

    # Write header: each year gets two columns (Date, Value)
    header = []
    for year in years:
        header.extend([f"{year}-Date", f"{year}-Value"])
    writer.writerow(header)

    # Write the data rows
    cnt=0
    for i in range(max_entries_per_year):
        row = []
        for year in years:
            # Add date and value if they exist for the current index
            if i < len(data_by_year[year]):
                date, value = data_by_year[year][i]
                row.extend([date, value])
            else:
                row.extend(["", ""])  # If no data for this year, leave blank cells

        # spacer
        row.extend([""]) 

        # now add budget data
        if cnt < len(BUDGET):
            row.extend( BUDGET[cnt] )
        else:
            row.extend(["", ""])  # If no data for this year, leave blank cells

        # spacer
        row.extend([""]) 

        # now add reference data
        if cnt < len(fd_lst):
            row.extend(fd_lst[cnt])
        writer.writerow(row)

        cnt += 1

    csv_data = output.getvalue()

    # Create a Flask Response object, with CSV mime type and downloadable as a file
    return Response(
        csv_data,
        mimetype="text/csv",
        headers={"Content-disposition": "attachment; filename=finance_data.csv"}
    )

# Main program
if __name__ == '__main__':
    app.run(debug=True)


##########
#
# How to cross-check, so we get paid: 4762.29 + 1962.56 per fortnight or: $174846.1 AFTER TAX
# take $20k for Cam, and $20k for Mich for schools last year, $10k for Cam pres, take $72k for living, take $8k in furniture.
# We went from 250 to 300k (more or less), so about right
# to note: transfers to Cam/Mich - $850
# 
##########