Exemplo n.º 1
0
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)
Exemplo n.º 2
0
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)
Exemplo n.º 3
0
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)
Exemplo n.º 4
0
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)