def new_budget_view(request):
if request.method == 'POST':
form = BudgetForm(request.POST)
if form.is_valid():
amount = form.cleaned_data['budget_amount']
weekly = form.cleaned_data['is_weekly']
month = datetime.today().month
year = datetime.today().year
end_date = datetime.today()
if weekly:
today = datetime.today().weekday()
difference = 6 - today
delta = timedelta(days=difference)
end_date = end_date + delta
else:
end_day = calendar.monthrange(year, month)[1]
end_date = date(year, month, end_day)
model = BudgetModel(user_account=request.user,
budget_amount=amount,
is_weekly=weekly,
budget_month=month,
budget_year=year,
end_date=end_date)
model.save()
return HttpResponseRedirect('/accounts/profile')
context = RequestContext(request)
context['form'] = BudgetForm()
context.update(csrf(request))
return render(request, 'budget/newbudget.html', context)
def item(request, budget_id):
budget = get_object_or_404(Budget, id=budget_id)
if request.method == 'GET':
form = BudgetForm(instance=budget)
elif request.method == 'POST':
form = BudgetForm(data=request.POST, instance=budget)
if form.is_valid():
data = form.cleaned_data
form.save()
budget.update_budgetlines()
sum_natures = 0
for n in ['fo', 'mi', 'sa', 'eq']:
if n in data and data[n]:
sum_natures += data[n]
if sum_natures > budget.get_amount_left():
error_msg(
request,
u"Montant disponible insuffisant pour cette répartition.")
else:
for nature in ['fo', 'mi', 'sa', 'eq']:
if data[nature] or data[nature] == 0:
sub_budget, created = Budget.objects.get_or_create(
team=budget.team,
name="%s - %s" % (budget.name, nature.upper()),
default_origin=budget.default_origin,
budget_type=budget.budget_type,
tva_code=budget.tva_code,
domain=budget.domain,
default_nature=nature.upper())
if data[nature] > 0:
bl = sub_budget.credit(data[nature])
bl.product = u"Répartition"
bl.save()
bl = budget.debit(data[nature])
bl.product = u"Répartition vers %s" % nature.upper(
)
bl.save()
# if budget.get_amount_left() == 0:
# budget.is_active = False
# budget.save()
# for bl in BudgetLine.objects.filter( budget_id = budget.id ):
# bl.is_active = False
# bl.save()
# info_msg( request, "Budget modifié avec succès. Il a été automatiquement archivé car son montant dispo est égal à 0.")
# else:
info_msg(request, "Budget modifié avec succès.")
return redirect('budgets')
else:
return redirect('error')
return render(request, 'budget/item.html', {
'budget': budget,
'form': form
})
def post_budget(request):
if Budget.objects.last():
budget_info = Budget.objects.last()
else:
budgetform = BudgetForm()
if request.user.username:
if request.method == "POST":
author = Budget(author=request.user)
budgetform = BudgetForm(request.POST, instance=author)
if budgetform.is_valid():
author.save()
return redirect("/profile/")
else:
budgetform = BudgetForm(instance=budget_info)
return render(request, 'expenses.html', {'budgetform': budgetform})
def new(request):
if request.method == 'GET':
form = BudgetForm()
elif request.method == 'POST':
form = BudgetForm(data=request.POST)
if form.is_valid():
data = form.cleaned_data
if data['all_natures'] or data["all_natures"] == 0:
budget = form.save()
if data['all_natures'] > 0:
bl = budget.credit(data["all_natures"])
bl.product = u"Initial"
bl.save()
else:
for nature in ['fo', 'mi', 'sa', 'eq']:
if data[nature] or data[nature] == 0:
budget = Budget.objects.create(
team=data['team'],
name="[%s] %s [%s] - %s" %
(data['team'].shortname, data['name'],
data['default_origin'], nature.upper()),
default_origin=data['default_origin'],
budget_type=data['budget_type'],
tva_code=data['tva_code'],
domain=data['domain'],
default_nature=nature.upper())
if data[nature] > 0:
bl = budget.credit(data[nature])
bl.product = u"Initial"
bl.save()
info_msg(request, "Budget ajouté avec succès.")
return redirect('budgets')
else:
return redirect('error')
return render(request, 'budget/form.html', {'form': form})
def expenses_page(request):
if request.user.username:
author_id = request.user.id
user_expenses = Expense.objects.filter(
author=author_id).order_by("-expense_date")
user_name = request.user.username
# ----------- CHARTS ------------
# Expense pie chart
food_amount = Expense.objects.filter(expense_type="food").\
filter(author=author_id).aggregate(Sum("amount"))
personal_amount = Expense.objects.filter(expense_type="personal").\
filter(author=author_id).aggregate(Sum("amount"))
transportation_amount = Expense.objects.filter(expense_type="transportation").\
filter(author=author_id).aggregate(Sum("amount"))
housing_amount = Expense.objects.filter(expense_type="housing").\
filter(author=author_id).aggregate(Sum("amount"))
other_amount = Expense.objects.filter(expense_type="other").\
filter(author=author_id).aggregate(Sum("amount"))
# Names of the pie chart segments
groups = ["Food", "Personal", "Transportation", "Housing", "Other"]
# Amounts of the pie chart segments
amounts = [
food_amount["amount__sum"], personal_amount["amount__sum"],
transportation_amount["amount__sum"],
housing_amount["amount__sum"], other_amount["amount__sum"]
]
# Segment colors
# colors = ["#C0ECCC", "#F6A8A6", "#F9F0C1", "#A5C8E4", "#F4CDA6"] # Pastel colors
colors = ["#5cb85c", "#d9534f", "#f5e83b", "#0275d8",
"#f0ad4e"] # Bootstrap colors
# Custom '$'
text = ["$", "$", "$", "$", "$"]
# The plot creator
pie_plot = Figure(
Pie(
labels=groups,
values=amounts,
hoverinfo="text+value",
text=text,
textinfo="label+percent",
textfont=dict(size=15),
hole=.3,
marker=dict(colors=colors, line=dict(color="#000000",
width=3)),
))
pie_plot.update_layout(
legend=dict(orientation="v", ),
title={
'text': "Overall Expenses per Type (% / $)",
'y': 0.9,
'x': 0.5,
'xanchor': 'center',
'yanchor': 'top',
},
# showlegend=False,
)
# This is needed to view the plot in a localized setting (not online)
plot_div = plot(pie_plot, output_type="div")
# Line Plot
# Pandas dataframe of expense model
expense_user_data = Expense.objects.filter(
author=author_id).all().values()
data = pd.DataFrame(expense_user_data)
# Converting my dates to accepted Pandas datetime
data["expense_date"] = pd.to_datetime(data["expense_date"])
# Indexing via date
data.set_index("expense_date", inplace=True)
# Sorting by date
data = data.sort_values(by=["expense_date"])
# Converting data from daily to weekly and summing the amounts per week
scatter_plot_data = data.resample("W-MON").agg({
"amount":
"sum",
"expense_type":
" - ".join
})
if Budget.objects.filter(author=author_id).last():
budget_data = Budget.objects.filter(author=author_id).last()
budget_line = budget_data.weekly_spending_total
else:
budget_line = None
trace_wk_tot = Scatter(x=scatter_plot_data.index,
y=scatter_plot_data.amount,
mode="lines+markers",
name="lines+markers",
line=dict(
color="#5cb85c",
width=4,
),
marker=dict(size=12, ))
expense_weekly_data = [
trace_wk_tot
] # This format in case adding additional traces
line_plot = Figure(expense_weekly_data) # Line plot instance
# Total Budget per week line for comparison
if budget_line:
line_plot.add_shape(
type="line",
x0=scatter_plot_data.index.min(),
y0=budget_line,
x1=scatter_plot_data.index.max(),
y1=budget_line,
line=dict(
color="#d9534f",
width=2,
dash="dash",
),
)
line_plot.update_layout(
xaxis_title="Time (Weeks)",
yaxis_title="Total Spent ($)",
font=dict(size=14, ),
yaxis_tickformat="$",
title={
'text': "Total Expenses per Week",
'y': 0.9,
'x': 0.5,
'xanchor': 'center',
'yanchor': 'top',
},
yaxis={"rangemode": "tozero"},
)
plot_div_line = plot(line_plot, output_type="div")
# Bar Chart
# Gather data: each expense type and associated budget limit via Pandas
# expense_type filters
food_filter = (data["expense_type"] == "food")
personal_filter = (data["expense_type"] == "personal")
transportation_filter = (data["expense_type"] == "transportation")
housing_filter = (data["expense_type"] == "housing")
other_filter = (data["expense_type"] == "other")
# expense_date (Current Week) filter
previous_monday = date.today() - timedelta(days=date.today().weekday())
next_monday = previous_monday + timedelta(weeks=1)
week_filter = ((data.index >= pd.to_datetime(previous_monday)) &
(data.index < pd.to_datetime(next_monday)))
# Split Current Week data up into expense_type
# Pulls the "amount" data based on the above filters and then sums them for the week
week_food_amt = data["amount"].loc[week_filter & food_filter].sum()
week_personal_amt = data["amount"].loc[week_filter
& personal_filter].sum()
week_transportation_amt = data["amount"].loc[
week_filter & transportation_filter].sum()
week_housing_amt = data["amount"].loc[week_filter
& housing_filter].sum()
week_other_amt = data["amount"].loc[week_filter & other_filter].sum()
spending_array = [
week_food_amt, week_personal_amt, week_transportation_amt,
week_housing_amt, week_other_amt
]
# Budget Type Limits
if Budget.objects.filter(author=author_id).last():
budget_data = Budget.objects.filter(author=author_id).last()
budget_food = budget_data.weekly_food
budget_personal = budget_data.weekly_personal
budget_transportation = budget_data.weekly_transportation
budget_housing = budget_data.weekly_housing
budget_other = budget_data.weekly_other
else:
budget_food = None
budget_personal = None
budget_transportation = None
budget_housing = None
budget_other = None
budget_array = [
budget_food, budget_personal, budget_transportation,
budget_housing, budget_other
]
# Graph the bar chart
types = ["Food", "Personal", "Transport", "Housing", "Other"]
bar_trace = [
Bar(name="Expense Totals",
x=types,
y=spending_array,
marker_color=colors,
text=spending_array,
textposition="auto",
showlegend=False),
Bar(name="Budget Limits",
x=types,
y=budget_array,
marker_color="#cfb3ff")
]
bar_chart = Figure(bar_trace)
bar_chart.update_layout(
barmode="group",
yaxis_title="Total Spent ($)",
yaxis_tickformat="$",
title={
'text': "Total Expenses vs Budget Limits per Week",
'y': 0.9,
'x': 0.5,
'xanchor': 'center',
'yanchor': 'top',
},
legend=dict(orientation="h", ),
# showlegend=False,
)
# Add the chart to the context and plot in html
plot_div_bar = plot(bar_chart, output_type="div")
# Budget Form Instance
if Budget.objects.last():
budget_info = Budget.objects.last()
budgetform = BudgetForm(instance=budget_info)
else:
budgetform = BudgetForm()
# Update Expense Form
if Expense.objects.last():
# expense_info = Expense.objects.get(id=pk)
# expenseform = ExpenseForm(instance=expense_info)
expenseform = ExpenseForm()
else:
expenseform = ExpenseForm()
context = {
"user_expenses": user_expenses,
"user_name": user_name,
"plot_div": plot_div,
"plot_div_line": plot_div_line,
"plot_div_bar": plot_div_bar,
"budgetform": budgetform,
"expenseform": expenseform,
"current_date": datetime.now().date(),
}
return render(request, "expenses/expenses.html", context)
else:
return HttpResponseRedirect("/signup")
