def location(request, year=None, month=None, location_id=None):
context = base_context(request)
location = get_object_or_404(Location, pk=location_id)
if month:
m = Month.get_month(year, month)
transaction_set = location.transaction_set_for_month(m)
elif year:
y = get_object_or_404(Year, year=year)
transaction_set = location.transaction_set_for_year(y)
else:
transaction_set = location.transaction_set.all()
context['transactions'] = []
TransactionTemplate = namedtuple('TransactionTemplate',
['date', 'amount', 'account', 'description'])
for t in transaction_set:
amount = t.amount
if not t.is_debit():
amount = -1 * amount
context['transactions'].append(TransactionTemplate(
t.date,
amount,
t.account.name,
t.get_description(),
))
context['location_id'] = location_id
context['name'] = location.name
context['total_spent'] = location.transaction_total(transaction_set)
return render_to_response(template_base + 'location.html', context)
def edit_budget(request, year, month, subcategory_id):
subcategory = get_object_or_404(Subcategory, pk=subcategory_id)
m = Month.get_month(year, month)
next_url = reverse('budget-subcategory',
kwargs={'year': year,
'month': month,
'subcategory_id': subcategory_id})
try:
budget = CategoryBudget.objects.get(subcategory=subcategory, month=m)
except CategoryBudget.DoesNotExist:
budget = CategoryBudget(subcategory=subcategory, month=m, amount=0)
budget.save()
return simple_form(request, CategoryBudgetForm, next_url, 'Edit Budget',
'Edit Budget', instance=budget)
def finalize_month(request, year, month):
m = Month.get_month(year, month)
total_income = 0
total_investments = 0
total_expense = 0
total_mandatory = 0
final_balance = 0
for a in Account.objects.all():
balance = a.monthly_balance(m, recalculate=True)
try:
account_balance = AccountBalance.objects.get(account=a, month=m)
account_balance.balance = balance
except AccountBalance.DoesNotExist:
account_balance = AccountBalance(account=a, month=m,
balance=balance)
account_balance.save()
final_balance += balance
for c in Subcategory.objects.all():
balance = c.monthly_balance(m)
try:
cat_balance = CategoryBalance.objects.get(subcategory=c, month=m)
cat_balance.amount = balance
except CategoryBalance.DoesNotExist:
cat_balance = CategoryBalance(subcategory=c, month=m,
amount=balance)
cat_balance.save()
if c.category.type == 'I':
total_income -= balance
elif c.category.type == 'E':
total_expense += balance
elif c.category.type == 'V':
total_investments += balance
elif c.category.type == 'M':
total_mandatory += balance
balances = m.monthlybalances
balances.total_income = total_income
balances.total_investments = total_investments
balances.total_expense = total_expense
balances.total_mandatory = total_mandatory
balances.final_balance = final_balance
balances.finalized = True
balances.save()
redirect = reverse('budget-month', kwargs={'year': year, 'month': month})
return HttpResponseRedirect(redirect)
def main(request, year, month):
context = base_context(request)
m = Month.get_month(year, month)
if m.monthlybalances.finalized:
context['finalize'] = 'Re-finalize'
else:
context['finalize'] = 'Finalize'
today = date.today()
if int(year) < today.year:
context['can_finalize'] = True
elif int(year) == today.year and int(month) < today.month:
context['can_finalize'] = True
else:
context['can_finalize'] = False
context['month'] = month
context['year'] = year
context['month_id'] = m.id
context['last_balanced'] = request.user.finances.last_balanced
context['balances'] = m.monthlybalances
context['recurring_transactions'] = RecurringTransaction.objects.all()
add_json_variables_to_context(context)
add_urls_to_context(context)
balance = 0
balance_pending = 0
context['accounts'] = []
prev_month = m.previous()
prev_balance = 0
for a in Account.objects.all():
account = namedtuple('Account', ['id', 'name'])
context['accounts'].append(account(a.id, a.name))
balance += a.monthly_balance(m)
balance_pending += a.monthly_balance(m, True)
prev_balance += a.monthly_balance(prev_month, True)
context['current_balance'] = balance
context['pending_balance'] = balance_pending
category_template = namedtuple('CategoryTemplate',
['name', 'id', 'income', 'budget', 'balance', 'remaining',
'budget_width', 'remaining_width', 'subcategories'])
context['income_categories'] = []
context['mandatory_categories'] = []
context['expense_categories'] = []
context['investment_categories'] = []
context['total_income'] = 0
context['total_mandatory'] = 0
context['total_expenses'] = 0
context['total_investments'] = 0
context['net_income'] = 0
context['previous_balance'] = prev_balance
context['budgeted_balance'] = (prev_balance +
m.monthlybalances.budgeted_income -
m.monthlybalances.budgeted_mandatory -
m.monthlybalances.budgeted_expense -
m.monthlybalances.budgeted_investments)
for c in Category.objects.all():
# Categories are set up such that their balance is what is _spent_ (to
# make account balances and transactions easier), but budgets are
# always _positive_. That means that income categories have to have
# their balance flipped to have it match the budget.
subcategories = _render_subcategories(c, m)
budget = c.monthly_budget(m)
balance = c.monthly_balance(m)
if c.type == 'I':
balance *= -1
remaining = budget - balance
if c.type == 'I':
context['total_income'] += balance
context['net_income'] += balance
elif c.type == 'M':
context['total_mandatory'] += balance
context['net_income'] -= balance
elif c.type == 'E':
context['total_expenses'] += balance
context['net_income'] -= balance
elif c.type == 'V':
context['total_investments'] += balance
else:
raise ValueError("not sure how I got here")
budget_width = 100*float(balance) / float(budget) if budget != 0 else 0
if remaining < 0:
budget_width = 100
if budget_width > 100:
budget_width = 100
remaining_width = 100 - budget_width
cat_template = category_template(
c.name,
c.id,
c.type == 'I',
budget,
balance,
remaining,
budget_width,
remaining_width,
subcategories
)
if c.type == 'I':
context['income_categories'].append(cat_template)
elif c.type == 'M':
context['mandatory_categories'].append(cat_template)
elif c.type == 'E':
context['expense_categories'].append(cat_template)
elif c.type == 'V':
context['investment_categories'].append(cat_template)
else:
raise ValueError("not sure how I got here")
context['categories'] = (
context['income_categories'] + context['mandatory_categories'] +
context['expense_categories'] + context['investment_categories']
)
location_template = namedtuple('LocationTemplate',
['id', 'name', 'total_spent'])
context['locations'] = []
# TODO(matt): This is a lot of DB lookups, and should be pushed into an
# AJAX request - it's not really looked at very much, and shouldn't be
# allowed to slow down the initial page load.
for l in Location.objects.all():
if l.total_spent_in_month(m) > 0:
context['locations'].append(location_template(l.id, l.name,
l.total_spent_in_month(m)))
return render_to_response(template_base + 'month.html', context)