def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.fields['user'].choices = [('','')]
self.fields['goal'].choices = [('','')]
users = get_all_users()
for k,v in users.items():
self.fields['user'].choices.append((k, v))
print("in form user is ", self.instance.user)
if self.instance.user:
goal_list = get_goal_id_name_mapping_for_user(self.instance.user)
for k,v in goal_list.items():
self.fields['goal'].choices.append((k, v))
if self.instance.goal:
#self.instance.goal = get_goal_name_from_id(self.instance.goal)
self.initial['goal'] = self.instance.goal
def update_trans(request, id):
template = 'gold/update_trans.html'
context = dict()
message = ''
message_color = 'ignore'
try:
g = Gold.objects.get(id=id)
if request.method == 'POST':
try:
goal = request.POST.get('goal', '')
if goal != '':
goal_id = Decimal(goal)
else:
goal_id = None
g.goal = goal_id
g.notes = request.POST['notes']
g.weight = Decimal(request.POST['weight'])
g.per_gm = Decimal(request.POST['per_gm'])
g.buy_value = Decimal(request.POST['buy_value'])
g.save()
message = 'Update successful'
message_color = 'green'
update_gold_vals(g.user)
except IntegrityError as ie:
print(f'exception when updating Gold trans {ie}')
message = 'Update failed'
message_color = 'red'
except Gold.DoesNotExist:
return HttpResponseRedirect(reverse('gold:trans-list'))
g = Gold.objects.get(id=id)
context['message'] = message
context['message_color'] = message_color
context['user'] = get_user_name_from_id(g.user)
context['goal'] = g.goal if g.goal else ''
context['goals'] = {'goal_list': get_goal_id_name_mapping_for_user(g.user)}
context['buy_value'] = g.buy_value
context['buy_date'] = g.buy_date
context['id'] = g.id
context['weight'] = g.weight
context['per_gm'] = g.per_gm
context['buy_type'] = g.buy_type
return render(request, template, context)
def update_ssy(request, id):
template_name = 'ssys/ssy_update.html'
if request.method == 'POST':
try:
print(request.POST)
ssy_obj = Ssy.objects.get(number=id)
ssy_obj.start_date = request.POST['start_date']
ssy_obj.user = request.POST['user']
goal = request.POST.get('goal', '')
if goal != '':
goal_id = Decimal(goal)
else:
goal_id = None
ssy_obj.goal = goal_id
ssy_obj.save()
return HttpResponseRedirect("../")
except Ssy.DoesNotExist:
pass
else:
try:
ssy_obj = Ssy.objects.get(number=id)
# Always put date in %Y-%m-%d for chrome to show things properly
users = get_all_users()
goals = get_goal_id_name_mapping_for_user(ssy_obj.user)
context = {
'goals': goals,
'users': users,
'user': ssy_obj.user,
'number': ssy_obj.number,
'start_date': ssy_obj.start_date.strftime("%Y-%m-%d"),
'notes': ssy_obj.notes,
'goal': ssy_obj.goal,
'operation': 'Edit SSY',
'curr_module_id': 'id_ssy_module'
}
except Ssy.DoesNotExist:
context = {'operation': 'Edit SSY'}
print(context)
return render(request, template_name, context)
def update_account(request, id):
template_name = 'retirement_401k/account_update.html'
account = get_object_or_404(Account401K, id=id)
if request.method == 'POST':
print(request.POST)
company = request.POST['company']
start_date = get_date_or_none_from_string(request.POST['start_date'])
end_date = get_date_or_none_from_string(request.POST['end_date'])
#user = request.POST['user']
goal = request.POST.get('goal', '')
notes = request.POST['notes']
if goal != '':
goal_id = Decimal(goal)
else:
goal_id = None
account.company = company
account.start_date = start_date
account.end_date = end_date
account.notes = notes
account.goal = goal_id
account.save()
else:
acct = dict()
acct['id'] = account.id
acct['company'] = account.company
acct['start_date'] = account.start_date.strftime("%Y-%m-%d")
if account.end_date:
acct['end_date'] = account.end_date.strftime("%Y-%m-%d")
acct['notes'] = account.notes
goals = get_goal_id_name_mapping_for_user(account.user)
acct['goal'] = account.goal
acct['goals'] = goals
acct['user'] = account.user
acct['curr_module_id'] = 'id_401k_module'
print(f'context {acct}')
return render(request, template_name, acct)
return HttpResponseRedirect(reverse('retirement_401k:account-list'))
def update_epf(request, id):
template_name = 'epfs/epf_create.html'
try:
epf_obj = Epf.objects.get(id=id)
if request.method == 'POST':
print(request.POST)
number = request.POST['number']
end_date = get_date_or_none_from_string(request.POST['end_date'])
start_date = get_date_or_none_from_string(
request.POST['start_date'])
company = request.POST['company']
notes = request.POST['notes']
user = request.POST['user']
goal = request.POST.get('goal', '')
uan = request.POST['uan']
eps = request.POST['eps']
if goal != '':
goal_id = Decimal(goal)
else:
goal_id = None
epf_obj.number = number
epf_obj.end_date = end_date
epf_obj.start_date = start_date
epf_obj.company = company
epf_obj.user = user
epf_obj.goal = goal_id
epf_obj.notes = notes
epf_obj.uan = uan
epf_obj.eps = eps
epf_obj.save()
return HttpResponseRedirect("../")
else:
users = get_all_users()
goals = get_goal_id_name_mapping_for_user(epf_obj.user)
context = {
'goals':
goals,
'users':
users,
'user':
epf_obj.user,
'number':
epf_obj.number,
'start_date':
epf_obj.start_date.strftime("%Y-%m-%d"),
'notes':
epf_obj.notes,
'goal':
epf_obj.goal,
'end_date':
epf_obj.end_date.strftime("%Y-%m-%d")
if epf_obj.end_date else None,
'operation':
'Edit EPF',
'company':
epf_obj.company,
'curr_module_id':
'id_epf_module',
'uan':
epf_obj.uan if epf_obj.uan else '',
'eps':
epf_obj.eps if epf_obj.eps else ''
}
except Epf.DoesNotExist:
return HttpResponseRedirect("../")
return render(request, template_name, context)
def add_fixed_deposit(request):
# https://www.youtube.com/watch?v=Zx09vcYq1oc&list=PLLxk3TkuAYnpm24Ma1XenNeq1oxxRcYFT
template = 'fixed-deposits/add_fixed_deposit.html'
if request.method == 'POST':
print(request.POST)
if "submit" in request.POST:
print("submit button pressed")
number = request.POST['number']
bank_name = request.POST['bank_name']
start_date = request.POST['start_date']
user = request.POST['user']
time_period_days = Decimal(request.POST['time_period_days'])
roi = Decimal(request.POST['roi'])
principal = Decimal(request.POST['principal'])
final_val = Decimal(request.POST['final_val'])
goal = request.POST.get('goal', '')
if goal != '':
goal_id = Decimal(goal)
else:
goal_id = None
notes = request.POST['notes']
mat_date = request.POST['mat_date']
add_fd_entry(number, bank_name, start_date, principal,
time_period_days, final_val, user, notes, goal_id,
roi, mat_date)
else:
print("calculate button pressed")
number = request.POST['number']
bank_name = request.POST['bank_name']
start_date = request.POST['start_date']
user = request.POST['user']
time_period_days = Decimal(request.POST['time_period_days'])
principal = Decimal(request.POST['principal'])
roi = Decimal(request.POST['roi'])
notes = request.POST['notes']
goal = request.POST.get('goal', '')
mat_date, val = get_maturity_value(int(principal), start_date,
float(roi),
int(time_period_days))
print("calculated value", val)
users = get_all_users()
goals = get_goal_id_name_mapping_for_user(user)
context = {
'users': users,
'user': user,
'number': number,
'start_date': start_date,
'bank_name': bank_name,
'roi': roi,
'time_period_days': time_period_days,
'principal': principal,
'final_val': val,
'notes': notes,
'goal': goal,
'mat_date': mat_date,
'operation': 'Add Fixed Deposit',
'goals': goals,
'curr_module_id': 'id_fd_module'
}
return render(request, template, context=context)
users = get_all_users()
context = {
'users': users,
'operation': 'Add Fixed Deposit',
'curr_module_id': 'id_fd_module'
}
return render(request, template, context)
def update_fixed_deposit(request, id):
# https://www.youtube.com/watch?v=Zx09vcYq1oc&list=PLLxk3TkuAYnpm24Ma1XenNeq1oxxRcYFT
template = 'fixed-deposits/add_fixed_deposit.html'
if request.method == 'POST':
print(request.POST)
if "submit" in request.POST:
print("submit button pressed")
try:
fd_obj = FixedDeposit.objects.get(id=id)
fd_obj.number = request.POST['number']
fd_obj.bank_name = request.POST['bank_name']
fd_obj.start_date = request.POST['start_date']
fd_obj.user = request.POST['user']
fd_obj.time_period_days = Decimal(
request.POST['time_period_days'])
fd_obj.roi = Decimal(request.POST['roi'])
fd_obj.principal = Decimal(request.POST['principal'])
fd_obj.final_val = Decimal(request.POST['final_val'])
goal = request.POST.get('goal', '')
if goal != '':
fd_obj.goal = Decimal(goal)
else:
fd_obj.goal = None
fd_obj.notes = request.POST['notes']
fd_obj.mat_date = request.POST['mat_date']
fd_obj.save()
except FixedDeposit.DoesNotExist:
pass
else:
print("calculate button pressed")
number = request.POST['number']
bank_name = request.POST['bank_name']
start_date = request.POST['start_date']
user = request.POST['user']
time_period_days = Decimal(request.POST['time_period_days'])
principal = Decimal(request.POST['principal'])
roi = Decimal(request.POST['roi'])
notes = request.POST['notes']
goal = request.POST.get('goal', '')
mat_date, val = get_maturity_value(int(principal), start_date,
float(roi),
int(time_period_days))
print("calculated value", val)
users = get_all_users()
goals = get_goal_id_name_mapping_for_user(user)
context = {
'goals': goals,
'users': users,
'user': user,
'number': number,
'start_date': start_date,
'bank_name': bank_name,
'roi': roi,
'time_period_days': time_period_days,
'principal': principal,
'final_val': val,
'notes': notes,
'goal': goal,
'mat_date': mat_date,
'operation': 'Edit Fixed Deposit',
'curr_module_id': 'id_fd_module'
}
return render(request, template, context=context)
return HttpResponseRedirect("../")
else:
try:
fd_obj = FixedDeposit.objects.get(id=id)
# Always put date in %Y-%m-%d for chrome to show things properly
users = get_all_users()
goals = get_goal_id_name_mapping_for_user(fd_obj.user)
context = {
'goals': goals,
'users': users,
'user': fd_obj.user,
'number': fd_obj.number,
'start_date': fd_obj.start_date.strftime("%Y-%m-%d"),
'bank_name': fd_obj.bank_name,
'roi': fd_obj.roi,
'time_period_days': fd_obj.time_period,
'principal': fd_obj.principal,
'final_val': fd_obj.final_val,
'notes': fd_obj.notes,
'goal': fd_obj.goal,
'mat_date': fd_obj.mat_date.strftime("%Y-%m-%d"),
'operation': 'Edit Fixed Deposit',
'curr_module_id': 'id_fd_module'
}
except FixedDeposit.DoesNotExist:
context = {'operation': 'Edit Fixed Deposit'}
return render(request, template, context=context)
def update_account(request, id):
template = 'bankaccounts/update_account.html'
context = dict()
message = ''
message_color = 'ignore'
try:
ba = BankAccount.objects.get(id=id)
if request.method == 'POST':
try:
number = request.POST['number']
bank_name = request.POST['bank_name']
start_date = request.POST['start_date']
notes = request.POST['notes']
currency = request.POST['currency']
acc_type = request.POST['acc_type']
goal = request.POST.get('goal', '')
print(f'goal {goal}')
if goal != '':
goal_id = Decimal(goal)
else:
goal_id = None
if start_date == '':
start_date = None
else:
start_date = get_date_or_none_from_string(start_date)
ba.number = number
ba.bank_name = bank_name
ba.start_date = start_date
ba.notes = notes
ba.goal = goal_id
ba.currency = currency
ba.acc_type = acc_type
ba.save()
message = 'Account updated successfully'
message_color = 'green'
update_bank_acc_bal(ba.id)
except IntegrityError as ie:
print(f'failed to update bank account {ie}')
message = 'Failed to update account'
message_color = 'red'
except Exception as ex:
print(f'failed to update bank account {ex}')
message = 'Failed to update account'
message_color = 'red'
url = f'https://raw.githubusercontent.com/krishnakuruvadi/portfoliomanager-data/main/currencies.json'
print(f'fetching from url {url}')
r = requests.get(url, timeout=15)
context['currencies'] = list()
if r.status_code == 200:
for entry in r.json()['currencies']:
context['currencies'].append(entry)
else:
context['currencies'].append('INR')
context['currencies'].append('USD')
context['message'] = message
context['message_color'] = message_color
user_name_mapping = get_all_users()
context['user'] = user_name_mapping[ba.user]
context['number'] = ba.number
context['currency'] = ba.currency
context['notes'] = ba.notes
context['bank_name'] = ba.bank_name
context['acc_type'] = ba.acc_type
context['goal'] = ba.goal if ba.goal else ''
context['goals'] = get_goal_id_name_mapping_for_user(ba.user)
context['curr_module_id'] = 'id_bank_acc_module'
print(context)
return render(request, template, context)
except BankAccount.DoesNotExist:
return HttpResponseRedirect(reverse('bankaccounts:account-list'))
