acturialcapital / kashtable

Python-based financial SaaS platform built with flask, pandas, SQLite, highcharts, datatables and more.

Kashtable

Table of Contents

1. Project Overview
2. Installation
3. Getting Started
4. Database Model
5. Excel Formatter
6. Client Side
7. CRUD Admin
8. Contributing
9. License
10. Reference

Project Overview

Welcome to Kashtable, our financial SaaS platform—a powerful Python-based solution designed to tackle complex financial challenges with ease.

• Flask Integration: Seamlessly blends Flask to craft a scalable, robust web application, ensuring swift responses to user needs.
• Data Manipulation: Empowers users with extensive data analysis and manipulation, providing insights that drive strategic decisions.
• Database Management: Leverages a lightweight, high-reliability SQL database engine, ensuring data integrity and performance.
• Interactive Visualizations: Elevates user experience with Highcharts, offering dynamic, visually engaging data representations that enhance comprehension.

Our platform is engineered to address critical issues:

• Liquidity Management: Navigate uncertain economic landscapes with confidence, resolving liquidity challenges effectively.
• Performance Optimization: Maintain healthy EBITDA and closely monitor key performance drivers.

Achieve your financial goals effortlessly through:

• Diagnostic Tools: Identify and address financial bottlenecks swiftly.
• Comprehensive Reporting: Generate insightful financial reports effortlessly.
• Business Driver Analysis: Gain deep insights into the factors impacting your business performance.
• Advanced Financial Analysis: Conduct thorough financial evaluations with ease.
• Enhanced Visibility: Get a clear view of your financial landscape for informed decision-making.
• Forecasting Capabilities: Anticipate future trends and plan accordingly.
• Integrated SaaS Solutions: Seamlessly integrate our platform into your existing infrastructure.
• Robust Security Measures: Rest easy knowing your sensitive financial data is well-protected.

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Installation

To get started with Kashtable, we recommend using poetry:

1. Clone the Repository

   git clone https://github.com/your-username/kashtable.git

2. Install poetry

   If you don't have poetry installed, you can install it by following the instructions on the Poetry website.

   curl -sSL https://install.python-poetry.org | python3 -

3. Create a Virtual Environment

   poetry lock

4. Install Dependencies

   poetry install

5. Activate the Virtual Environment

   poetry shell

6. Run the Application

   From your terminal:

   poetry run flask run --debug

   From Python:

   >>> from kashtable import create_app
   >>> app = create_app()
   >>> app.run(debug=True)

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Getting Started

Here is a quick guide to get you started with Kashtable:

1. Register an Account: Sign up for a new account on the platform.
2. Log In: Use your credentials to log in to the platform.
3. Upload Data: Navigate to the upload section and import your financial data.
4. Analyze: Utilize the platform's tools to analyze your data and generate reports.
5. Visualize: Create dynamic charts and graphs to visualize your financial performance.

Example Walkthrough

Registering an Account

To begin using Kashtable, first register an account. Fill out the registration form with your company and personal details, ensuring all mandatory fields are completed.

Logging In

Once registered, log in using your email and password. If you forget your password, use the 'Forgot Password' feature to reset it.

Uploading Data

Navigate to the 'Upload Data' section. Here, you can import your financial data files. Supported formats include .xls, .xlsx, and .csv. Ensure your data is correctly formatted to match the template provided by the platform.

Analyzing Data

After uploading your data, head to the 'Analyze' section. Utilize tools like trend analysis, variance analysis, and ratio analysis to gain insights into your financial performance.

Visualizing Data

Create visually engaging reports using the 'Visualize' section. Choose from various chart types like line charts, bar charts, and pie charts to represent your data effectively.

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Database Model

Our platform's database model is designed to enable extensive data analysis and manipulation, providing insights that drive strategic decisions.

Connecting a Flask Application to an SQLite Database

To connect a Flask application to an SQLite database for the first time:

>>> from kashtable import create_app, db
>>> create_app().app_context().push()
>>> db.create_all()
# CREATE TABLE user ( ...
# CREATE TABLE file ( ...

Database Structure

User Table

Field	Type	Description
Id (PK)	int	Primary Key
Type	str	User Type
Company name	str	Company Name
Street	str	Street Address
Postcode	str	Postal Code
City	str	City
Country	str	Country
Siren	str	Siren Number
First name	str	First Name
Last name	str	Last Name
Email	email	Email Address
Phone number	str	Phone Number
Image file	str	Image File Path
Bundle	int	Bundle ID
Activated	bool	Activation Status
Password	str	Password

File Table

Field	Type	Description
Id (PK)	int	Primary Key
Name	str	File Name
Doc	pickle	Document (Pickle)
Date	datetime	Date Uploaded
User Id	int	Foreign Key (User)

Relationships

The User and File tables are linked through the User Id foreign key, allowing each file to be associated with a specific user.

Foreign Key	References	Description
User Id	User(Id)	Connects File to User by User Id

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Excel Formatter

Our Excel Formatter module provides a structured template and efficient formatting mechanism, streamlining data entry and analysis processes.

Template

Field Name
table_name
font_weight
font_color
background_color
font_family
font_size
text_align

Table Overview

Field Name	Type	Options/Description
table_name	List[str]	- Compte de Resultat Analytique Cumulé - Compte de Resultat Analytique Courant - Flux de Trésorerie Historique Direct - Flux de Trésorerie Historique Indirect - Bilan - Budget - Prévision de Trésorerie
font_weight	str	- normal - bold - italic
font_color, background_color	str	- Color name - Hex
font_family	str	- Any font family
font_size	str	- Pixel (px) - Percentage (%)
text_align	str	- right - left - center

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Client Side

The client side of Kashtable is designed to provide a seamless and user-friendly experience for interacting with the platform. Users can easily manage their profiles, upload data, and visualize financial reports. The client-side interface is built to ensure smooth navigation and efficient use of all the platform's features.

Access

Register

Users can create a new account by filling out the registration form. This form requires basic information such as the user's name, email, and password. After completing the form, users receive a confirmation email to verify their account.

Login

Existing users can log in using their credentials. The login page provides fields for email and password. If a user forgets their password, they can click the "Forgot Password" link to reset it.

Reset Password

Users can reset their password if they forget it. This involves entering their email address, receiving a reset link, and creating a new password.

Aside

The sidebar provides navigation options, tailored for both authenticated and unauthenticated users.

Not Authenticated

The sidebar for unauthenticated users offers limited access, typically including links to the home page, about section, and registration/login pages.

Authenticated

The sidebar for authenticated users includes access to all features, such as profile management, data upload, and analysis tools.

Profile

Users can view and edit their profile information. This includes personal details like name, email, and contact information, as well as company details.

Upload

The file upload functionality allows users to import financial data files to the platform for analysis. Users can select files from their local system and upload them to their account.

Posts

Home

The home page displays an overview of recent activities and updates, providing users with a quick snapshot of their financial data and analysis.

Table

Users can view their uploaded data in tabular format. This feature allows users to inspect their data for accuracy and completeness before performing any analysis.

Charts

Users can create and view dynamic charts to visualize their financial data. This feature supports various chart types, including line charts, bar charts, and pie charts, making it easy to identify trends and patterns.

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CRUD Admin

The CRUD (Create, Read, Update, Delete) Admin section of Kashtable allows administrators to manage users and files efficiently. This section provides a comprehensive interface to perform all necessary administrative tasks, ensuring smooth operation and maintenance of the platform.

Home

The admin home page provides an overview of administrative options and system status. It includes quick links to user and file management sections.

User

List

Administrators can view a list of all users registered on the platform. This list includes user details such as name, email, and registration date.

Create

Administrators can add new users by filling out the user creation form. This form requires details such as the user's name, email, and password.

Details

Detailed information about each user can be viewed. This includes their profile information, account status, and any associated files.

Edit

Administrators can edit user information as needed. This includes updating contact details, changing account status, and resetting passwords.

File

List

Administrators can view a list of all files uploaded to the platform. This list includes file names, upload dates, and associated users.

Create

Administrators can upload new files to the platform. This feature is useful for adding sample data or importing data on behalf of users.

Details

Detailed information about each file can be viewed. This includes file metadata, content preview, and user associations.

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Contributing

We welcome contributions from the community! If you have a feature request, bug report, or want to contribute code, please follow these steps:

1. Fork the Repository Create a personal copy of the repository by clicking the 'Fork' button.

2. Clone Your Fork Clone your forked repository to your local machine:

   git clone https://github.com/your-username/kashtable.git

3. Create a Feature Branch Create a new branch for your feature or bugfix:

   git checkout -b feature/YourFeature

4. Commit Your Changes Make your changes and commit them with a meaningful message:

   git commit -m 'Add some feature'

5. Push to the Branch Push your changes to your forked repository:

   git push origin feature/YourFeature

6. Open a Pull Request Open a pull request on the original repository, describing your changes in detail.

For more details, please refer to our CONTRIBUTING.md file.

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License

Distributed under the BSD-3 License. See LICENSE.txt for more information.

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