def amount_to_string(self):
""" Return self.amount converted to a suitable string for display.
"""
return utils.formatDecimalAsMoney(self.amount)
def enter_transaction(request):
""" Respond to the "/admin/account/transaction" URL.
We let the user enter a transaction into the system.
"""
if request.method == "GET":
# We're displaying the form for the first time -> set up the default
# values.
err_msg = None
type = "P"
user_id = ""
associated_user_id = ""
suffix = ""
other_user_id = ""
other_associated_user_id = ""
other_suffix = ""
amount = ""
description = ""
elif request.method == "POST":
# Respond to the user submitting our form.
if request.POST.get("cancel") == "Cancel":
return HttpResponseRedirect(reverse("tahua.admin_interface." +
"views.main.main"))
err_msg = None # initially.
type = request.POST['type']
user_id = request.POST['user_id']
associated_user_id = request.POST['associated_user_id']
suffix = request.POST['suffix']
other_user_id = request.POST['other_user_id']
other_associated_user_id = request.POST['other_associated_user_id']
other_suffix = request.POST['other_suffix']
amount = request.POST['amount']
description = request.POST['description']
account_id = account_helper.make_account_id(user_id,
associated_user_id,
suffix)
if not account_helper.is_valid_account_id(account_id):
err_msg = "You must enter a valid account identifier."
if user_id not in ["", None]:
try:
user = User.objects.get(user_id=user_id)
except User.DoesNotExist:
err_msg = "There is no user with ID " + user_id
if associated_user_id not in ["", None]:
try:
user = User.objects.get(user_id=associated_user_id)
except User.DoesNotExist:
err_msg = "There is no user with ID " + associated_user_id
if err_msg == None:
try:
dec_amount = decimal.Decimal(amount)
except decimal.InvalidOperation:
err_msg = "Invalid amount."
if err_msg == None:
if type not in [Transaction.TYPE_DEPOSIT,
Transaction.TYPE_WITHDRAWAL,
Transaction.TYPE_PAYMENT,
Transaction.TYPE_REVERSAL,
Transaction.TYPE_ADJUSTMENT]:
err_msg = "Please select a valid transaction type."
if err_msg == None:
if type == Transaction.TYPE_PAYMENT:
other_account_id = \
account_helper.make_account_id(other_user_id,
other_associated_user_id,
other_suffix)
if not account_helper.is_valid_account_id(other_account_id):
err_msg = "You must enter a valid other account identifier."
# If the entered data was accepted, enter the transaction into the
# system.
if err_msg == None:
account = account_helper.get_or_create_account(account_id)
if type == Transaction.TYPE_PAYMENT:
other_account = \
account_helper.get_or_create_account(other_account_id)
else:
other_account = None
meta_data = {}
if description != "":
meta_data['description'] = description
if type == Transaction.TYPE_PAYMENT:
dec_amount = -dec_amount # Deduct amount from source account.
transaction = Transaction()
transaction.account = account
transaction.other_account = other_account
transaction.timestamp = datetime.datetime.now()
transaction.type = type
transaction.amount = dec_amount
transaction.metadata = json.dumps(meta_data)
transaction.save()
# If the user is entering a payment, enter the reverse transaction
# at the same time.
if type == Transaction.TYPE_PAYMENT:
transaction = Transaction()
transaction.account = other_account
transaction.other_account = account
transaction.timestamp = datetime.datetime.now()
transaction.type = type
transaction.amount = -dec_amount
transaction.metadata = json.dumps(meta_data)
transaction.save()
# Finally, tell the user about the entered transaction.
if type == Transaction.TYPE_PAYMENT:
msg = utils.formatDecimalAsMoney(-dec_amount) \
+ " has been transferred from " + account.describe() \
+ " to " + other_account.describe() + "."
else:
msg = 'A transaction of type "' + transaction.type_to_string() \
+ '" to the value of ' \
+ utils.formatDecimalAsMoney(dec_amount) \
+ ' has been entered against the ' \
+ account.describe()
return render_to_response("admin_interface/" +
"transaction_entered.html",
{'msg' : msg},
context_instance=RequestContext(request))
# If we get here, display the form to the user.
return render_to_response("admin_interface/enter_transaction.html",
{'err_msg' : err_msg,
'type' : type,
'user_id' : user_id,
'associated_user_id' : associated_user_id,
'suffix' : suffix,
'other_user_id' : other_user_id,
'other_associated_user_id' :
other_associated_user_id,
'other_suffix' : other_suffix,
'amount' : amount,
'description' : description},
context_instance=RequestContext(request))
def generate(self, params):
""" Implement Report.generate().
"""
# Start by calculating the time periods we are interested in.
periods = [] # List of time periods. Each list item is a dictionary
# with the following entries:
#
# 'start'
#
# The start of this time period, as a datetime
# object.
#
# 'end'
#
# The end of the time period, as a datetime object.
#
# 'tot_num'
#
# The total number of transactions in this time
# period.
#
# 'tot_value'
#
# The total value of the transactions in this time
# period.
period_size = params['period_size']
period_start = params['period_start']
period_end = params['period_end']
if period_size == "hourly":
period_delta = datetime.timedelta(hours=1)
elif period_size == "daily":
period_delta = datetime.timedelta(days=1)
elif period_size == "weekly":
period_delta = datetime.timedelta(days=7)
elif period_size == "monthly":
period_delta = datetime.timedelta(months=1)
else:
period_delta = datetime.timedelta(hours=1)
while period_start < period_end:
periods.append({'start' : period_start,
'end' : period_start + period_delta,
'tot_num' : 0,
'tot_value' : Decimal("0.00")})
period_start = period_start + period_delta
# Now calculate the total value and number of transactions in each time
# period.
for period in periods:
start = period['start']
end = period['end']
results = Transaction.objects.filter(timestamp__gte=start,
timestamp__lt=end) \
.aggregate(Count('amount'), Sum('amount'))
period['tot_num'] = results['amount__count']
period['tot_value'] = results['amount__sum']
# Convert the raw data into a format suitable for display.
for period in periods:
period['start_label'] = period['start'].strftime(
"%d-%b-%Y %I:%M %p")
period['end_label'] = period['end'].strftime("%d-%b-%Y %I:%M %p")
period['tot_num_label'] = str(period['tot_num'])
if period['tot_value'] == None:
period['tot_value_label'] = "$0.00"
else:
period['tot_value_label'] = \
utils.formatDecimalAsMoney(period['tot_value'])
# Finally, pass the calculated period data through our HTML template to
# get the report in HTML format.
return render_to_string("reporting/reports/transactionSummary.html",
{'params' : params,
'periods' : periods})