def add_transaction(request, mid):
if request.method == "POST":
post_data = request.POST
form = AddTransaction(post_data)
month = Month.objects.get(pk=mid)
if form.is_valid():
data = form.cleaned_data
score_source = Score.objects.get(
pk=post_data.get('score_source', ''))
data['score_source'] = score_source
data['month'] = month
score_goal_id = post_data.get('score_goal', '')
if score_goal_id:
score_goal = Score.objects.get(pk=score_goal_id)
data['score_goal'] = str(score_goal.id)
data['score_goal_name'] = score_goal.account.name
transaction = Transaction(**data)
transaction.save()
score_source.remainder -= data['amount']
score_source.save()
score_goal.remainder += data['amount']
score_goal.save()
messages.success(request, u"Переказ успішно доданий!")
elif post_data.get('planned_expense', ''):
planned_expense = PlannedExpense.objects.get(
pk=post_data.get('planned_expense', ''))
data['planned_expense'] = planned_expense
transaction = Transaction(**data)
transaction.save()
change_accounts(transaction, planned_expense, month,
score_source, True)
messages.success(request, u"Витрата успішно додана!")
return HttpResponseRedirect(reverse("show_balance", kwargs={'mid': mid}))
def import_csv(filename, account):
'''
'''
# CSVs come in many formats, find a matching profile
for profile in CsvImportProfile.objects.all().order_by('order'):
if profile.match(filename):
logging.info("Found matching CSV profile: %s", profile)
break
else:
raise ValueError, "No profiles matched the file"
with open(filename, 'rb') as csv_file:
transactions = parse_csv(csv_file, profile.get_fieldnames(),
dayfirst=profile.date_day_first,
skip_rows=profile.data_start_row)
logging.info("%d CSV transactions found in file %s", len(transactions), filename)
for t in transactions:
# split payee string into parts
try:
trans_type, payee = match_transaction_type(t['payee'])
except ValueError:
logging.warning("Transaction type cannot be determined: %s", t['payee'])
trans_type = None
payee = t['payee']
# create and save Transactions in DB
new_transaction = Transaction(
account = account,
name = payee, #TODO: populate or remove as we don't need a name?!
date = t['date'],
transaction_type = trans_type,
payee = payee,
##paid_on = paid_on_dt,
##import_string = t['import_string'], # DictReader doesn't give us the original line
)
new_transaction.save()
t_part = TransactionPart(
transaction = new_transaction,
amount = '%.2f' % t['amount'],
category = match_category(payee),
)
t_part.save()
logging.debug("Imported %s - %s", new_transaction, t_part)
return len(transactions)
def __create_transactions():
user_k = User.objects.get(username="******")
user_s = User.objects.get(username="******")
transaction1 = Transaction(owner=user_k, amount="300", currency="D")
transaction1.save()
transaction2 = Transaction(owner=user_k, amount="30", currency="E")
transaction2.save()
transaction3 = Transaction(owner=user_k, amount="30000", currency="R")
transaction3.save()
transaction4 = Transaction(owner=user_s, amount="40000", currency="R")
transaction4.save()
def create_transaction(self, account, date):
num_transactions = random.randint(3, 5)
for i in range(num_transactions):
dt = self.get_datetime(date)
t = Transaction(account=account)
t.guid = uuid.uuid4().hex
t.uid = uuid.uuid4().hex
t.date = date
t.created_at = timezone.make_aware(dt)
t.updated_at = timezone.make_aware(dt)
t.transacted_at = timezone.make_aware(dt)
t.posted_at = timezone.make_aware(dt)
t.amount = self.generate_amount()
t.is_expense = True
t.category = self.get_category()
t.description = self.get_description()
t.save()
dt_str = dt.strftime('%Y-%m-%d %H:%M:%S')
with freeze_time(dt_str):
self.make_transfers(dt)
def __create_transactions():
user = User.objects.get(username="******")
transaction1 = Transaction(owner=user, amount="300", currency="D")
transaction1.save()
transaction2 = Transaction(owner=user, amount="30", currency="E")
transaction2.save()
transaction3 = Transaction(owner=user, amount="30000", currency="R")
transaction3.save()
def saving_transfer(request, sid, action):
saving = Saving.objects.get(pk=sid)
if request.method == "POST":
amount = request.POST.get('amount', '')
transaction_data = {}
if action == 'add':
saving.amount += int(amount)
transaction_data['amount'] = int(amount)
transaction_data[
'detail'] = u"Зарахування коштів на збереження {} по рахунку {}".format(
saving.saving_total.title, saving.account.name)
elif action == 'remove':
saving.amount -= int(amount)
transaction_data['amount'] = -int(amount)
transaction_data[
'detail'] = u"Зняття коштів зі збереження {} по рахунку {}".format(
saving.saving_total.title, saving.account.name)
saving.save()
transaction_data['model'] = saving.__class__.__name__
transaction_data['model_id'] = saving.id
transaction = Transaction(**transaction_data)
transaction.save()
if action == 'add':
messages.success(
request,
u"Кошти на {} на рахунок {} успішно зараховано".format(
saving.saving_total.title, saving.account.name))
if action == 'remove':
messages.error(
request,
u"Кошти зі збереження {} на рахунку {} успішно знято".format(
saving.saving_total.title, saving.account.name))
return HttpResponseRedirect(reverse("savings_list"))
elif request.method == "GET":
return render(request, 'finance/saving_change.html', {
'action': action,
'saving': saving
})
def import_qif(filename, account):
"""
"""
with open(filename, 'rb') as qif_file:
transactions = parse_qif(qif_file)
logging.info("%d QIF transactions found in file %s", len(transactions), filename)
for t in transactions:
try:
trans_type, payee = match_transaction_type(t['payee'])
except ValueError:
logging.warning("Transaction type cannot be determined: %s", t['payee'])
trans_type = None
payee = t['payee']
# create and save Transactions in DB
new_transaction = Transaction(
account = account,
name = payee, #TODO: populate or remove as we don't need a name?!
date = t['date'],
transaction_type = trans_type,
payee = payee,
##paid_on = paid_on_dt,
import_string = t['import_string'],
)
new_transaction.save()
if t.get('amount_in_split'):
part_list = []
for n, amount in t['amount_in_split']:
# create and save Transactions in DB
if t.get('category_in_split'):
# assumed category_in_split has same number of items as amount
split_category = _get_category(t['category_in_split'][n])
else:
split_category = match_category(payee)
t_part = TransactionPart(
transaction = new_transaction,
amount = '%.2f' % amount,
category = split_category,
description = '', #TODO: iterate over t['memo'] field if available
)
t_part.save() #TODO: Required again after?
part_list.append(t_part)
logging.debug("Imported %s - %s", new_transaction, part_list)
else:
# create a single transactionamount
if t.get('category'):
# Category from QIF takes priority if available
category = _get_category(category_name)
else:
category = match_category(payee)
t_part = TransactionPart(
transaction = new_transaction,
amount = '%.2f' % t['amount'],
description = t.get('memo', ''),
category = category,
)
t_part.save() #TODO: Required again after?
logging.debug("Imported %s - %s", new_transaction, t_part)
return len(transactions)
def __create_transactions():
user_k = User.objects.get(username="******")
transaction1 = Transaction(owner=user_k, amount="300", currency="D")
transaction1.save()
