def expense_edit(request, pk):
expense = get_object_or_404(Expense, pk=pk, user=request.user)
if expense.is_bill:
return HttpResponseRedirect(expense.get_absolute_url())
form = ExpenseForm(instance=expense, user=request.user)
if request.method == "POST":
form = ExpenseForm(request.POST, instance=expense, user=request.user)
if form.is_valid():
expense = form.save(commit=False)
expense.user = request.user
expense.is_bill = False
expense.save()
form.save_m2m()
return HttpResponseRedirect(expense.get_absolute_url())
return render(
request,
"expenses/expense_add_edit.html",
{
"htmltitle": str(expense),
"pid": "expense_edit",
"expense": expense,
"form": form,
"mode": "edit",
},
)
def post(self, request):
form = ExpenseForm(request.POST)
jsonstr = request.POST['json_string']
if form.is_valid():
exp_date = form.cleaned_data['date']
comment = form.cleaned_data['comment']
total_cost = form.cleaned_data['total']
else:
return HttpResponse('invalid form')
expense_dict = json.loads(jsonstr)
self.context['expense_form'] = ExpenseForm()
try:
category = Category.objects.filter(name=expense_dict['category'])[0]
itm = None
qty= None
cst=None
for item in expense_dict['items']:
itm_name = str(list(item.keys())[0])
itm = Item.objects.all().filter(name=itm_name)[0]
qty = float(item[itm_name]['quantity'])
cst = int(item[itm_name]['cost'])
if qty==0 or cst==0:
self.context['message'] = 'Zero value for some items'
return render(request, 'expenses/index.html', self.context)
expenses = Expense.objects.filter(date=exp_date, category=category)
expense=None
if len(expenses) == 0: # means no expense yet for the day on the same category
expense = Expense(date=exp_date, category=category, comment=comment, cost=total_cost)
expense.save()
else: # already exists, add total
expense = expenses[0]
expense.cost+=total_cost
expense.comment+='<br>'+comment
expense.save()
# save the item expense ( as it depends on expense)
if len(expense_dict['items']) > 0:
itm_exp = ItemExpense(expense=expense, item=itm,
quantity=qty, cost=cst)
itm_exp.save()
self.context['message'] = 'Expense added'
return render(request, 'expenses/index.html', self.context)
except Exception as e:
return HttpResponse(repr(e))
def expense(request, id=0):
""" Get or Create/Update an expense """
status = 400
expense = None
errors = {}
if request.method == 'PUT':
data = json.loads(request.body)
expense = get_object_or_404(Expense, pk=id, user=request.user)
form = ExpenseForm(data, instance=expense)
if form.is_valid():
balance = Balance.objects.get(user=request.user)
# Reset balance because we're updating an expense.
balance.amount -= expense.amount
form.save()
balance.amount += expense.amount
balance.save()
status = 200
else:
errors = {'errors':form.errors}
elif request.method == 'POST':
data = json.loads(request.body)
form = ExpenseForm(data)
if form.is_valid():
form.cleaned_data['user'] = request.user
expense = Expense(**form.cleaned_data)
expense.save()
try:
balance = Balance.objects.get(user=request.user)
except Balance.DoesNotExist:
# This user doesn't have a balance yet, create one.
balance = Balance.objects.create(amount=0.0, user=request.user)
balance.amount += expense.amount
balance.save()
status = 201
else:
errors = {'errors':form.errors}
elif request.method == 'DELETE':
expense = get_object_or_404(Expense, pk=id, user=request.user)
try:
# Make sure to update balance depending on the transaction type.
balance = Balance.objects.get(user=request.user)
balance.amount -= expense.amount
balance.save()
expense.delete()
except:
status = 500
return HttpResponse(status=status)
else:
try:
expense = get_object_or_404(Expense, pk=id)
except Expense.DoesNotExist:
logging.error('expense does not exist: ' + id)
status = 404
response = errors if errors else serialize(expense, ignore=[auth.models.User])
return HttpResponse(content=json.dumps(response), status=status, content_type='application/json')
def create(request):
if request.method == 'POST':
form = ExpenseForm(request.POST)
if form.is_valid():
expense = form.save()
expense.payment = constants.CASH
expense.save()
messages.success(request, 'Expense created')
return redirect('expenses:create')
else:
form = ExpenseForm()
context = {
'form': form,
}
return render(
request,
'expenses/create.html',
context)
def create(request): """ Create an expense. Update the current Balance. """ status = 201 form = ExpenseForm(request.POST) if form.is_valid(): expense = form.save() try: balance = Balance.objects.get(pk=1) except Balance.DoesNotExist: # We're just now starting the app or something happened to the db, create the expense record. balance = Balance.objects.create(amount=0.0) balance.amount += expense.amount balance.save() else: status = 500 logging.error(form.errors) return HttpResponse(status=status)
def new_expense(request):
if request.method == 'POST':
form = ExpenseForm(request.POST)
if form.is_valid():
form.save()
request.user.message_set.create(message="Expense added!")
return redirect('expense_new')
else:
form = ExpenseForm()
return render(request, 'expenses/expense.html', {'form': form})
def update(request, id):
status = 201
expense = get_object_or_404(Expense, pk=id)
old_amount = expense.amount
form = ExpenseForm(request.POST, instance=expense)
if form.is_valid():
new_expense = form.save()
try:
balance = Balance.objects.get(pk=1)
except Balance.DoesNotExist:
logging.error('Missing Balance record. What happened? Panic!')
status = 500
else:
balance.amount -= old_amount
balance.amount += new_expense.amount
balance.save()
else:
logging.error(form.errors)
status = 500
return HttpResponse(status=status)
def test_create_form(self):
form_data = {}
form = ExpenseForm(data=form_data)
self.assertFalse(form.is_valid())
form_data = {
'amount': Decimal('10.12'),
'date': datetime.now().strftime('%Y-%m-%d'),
'description': 'Testing expense',
'category': self.category.id,
}
form = ExpenseForm(data=form_data)
self.assertTrue(form.is_valid())
self.assertEqual(Expense.objects.count(), 1)
form.save()
self.assertEqual(Expense.objects.count(), 2)
def expense_add(request):
form = ExpenseForm(user=request.user)
if request.method == "POST":
form = ExpenseForm(request.POST, user=request.user)
if form.is_valid():
inst = form.save(commit=False)
inst.user = request.user
inst.is_bill = False
inst.save()
form.save_m2m()
return HttpResponseRedirect(reverse("expenses:expense_list"))
return render(
request,
"expenses/expense_add_edit.html",
{"htmltitle": _("Add an expense"), "pid": "expense_add", "form": form, "mode": "add",},
)
def create(request):
if request.method == "POST":
form = ExpenseForm(request.POST)
if form.is_valid():
o = form.save()
return redirect(reverse("expenses:detail", args=(o.id, )))
else:
form = ExpenseForm()
return render(request, "expenses/expense_form.html", {
'form': form,
})
def update(request, id):
o = get_object_or_404(models.Expense, id=id, user=request.user)
if request.method == "POST":
form = ExpenseForm(request.POST, request.FILES, instance=o)
if form.is_valid():
o = form.save()
return redirect(reverse("expenses:detail", args=(o.id,)))
else:
form = ExpenseForm(instance=o)
return render(request, "expenses/expense_form.html", {
'form': form,
})
def dashboard(request):
msg = ''
form = ExpenseForm()
if request.method == 'POST':
form = ExpenseForm(request.POST)
if form.is_valid():
expenses = Expenses()
expenses.client = request.user
expenses.title = form.cleaned_data['title']
expenses.description = form.cleaned_data['description']
expenses.amount = form.cleaned_data['amount']
expenses.currency = form.cleaned_data['currency']
expenses.date = form.cleaned_data['date']
expenses.save()
form = ExpenseForm()
msg = 'Expense added successfully'
return render(request, 'dashboard.html', {'form': form, 'msg': msg})
def create(request):
if request.method == "POST":
form = ExpenseForm(request.POST)
if form.is_valid():
o = form.save()
return redirect("expenses:detail", id=o.id)
else:
# method = GET
form = ExpenseForm()
d = {
'form': form,
}
return render(request, "expenses/form.html", d)
def update_expense(request, pk):
expense_info = Expense.objects.get(id=pk)
expenseform = ExpenseForm(instance=expense_info)
if request.user.username:
if request.method == "POST":
expenseform = ExpenseForm(request.POST, instance=expense_info)
if expenseform.is_valid():
expenseform.save()
return redirect("/profile/")
else:
context = {
"expenseform": expenseform,
"current_date": datetime.now().date(),
"expense_info": expense_info,
}
return render(request, "expenses/update_expense.html", context)
def create(request):
if request.method == 'POST':
form = ExpenseForm(request.POST)
if form.is_valid():
expense = form.save()
expense.payment = constants.CASH
expense.save()
messages.success(request, 'Expense created')
return redirect('expenses:create')
else:
form = ExpenseForm()
context = {
'form': form,
}
return render(request, 'expenses/create.html', context)
def test_create_form(self):
form_data = {}
form = ExpenseForm(data=form_data)
self.assertFalse(form.is_valid())
form_data = {
'amount': Decimal('10.12'),
'date': datetime.now().strftime('%Y-%m-%d'),
'description': 'Testing expense',
'category': self.category.id,
}
form = ExpenseForm(data=form_data)
self.assertTrue(form.is_valid())
self.assertEqual(Expense.objects.count(), 1)
form.save()
self.assertEqual(Expense.objects.count(), 2)
def expenses_page(request):
if request.user.username:
author_id = request.user.id
user_expenses = Expense.objects.filter(
author=author_id).order_by("-expense_date")
user_name = request.user.username
# ----------- CHARTS ------------
# Expense pie chart
food_amount = Expense.objects.filter(expense_type="food").\
filter(author=author_id).aggregate(Sum("amount"))
personal_amount = Expense.objects.filter(expense_type="personal").\
filter(author=author_id).aggregate(Sum("amount"))
transportation_amount = Expense.objects.filter(expense_type="transportation").\
filter(author=author_id).aggregate(Sum("amount"))
housing_amount = Expense.objects.filter(expense_type="housing").\
filter(author=author_id).aggregate(Sum("amount"))
other_amount = Expense.objects.filter(expense_type="other").\
filter(author=author_id).aggregate(Sum("amount"))
# Names of the pie chart segments
groups = ["Food", "Personal", "Transportation", "Housing", "Other"]
# Amounts of the pie chart segments
amounts = [
food_amount["amount__sum"], personal_amount["amount__sum"],
transportation_amount["amount__sum"],
housing_amount["amount__sum"], other_amount["amount__sum"]
]
# Segment colors
# colors = ["#C0ECCC", "#F6A8A6", "#F9F0C1", "#A5C8E4", "#F4CDA6"] # Pastel colors
colors = ["#5cb85c", "#d9534f", "#f5e83b", "#0275d8",
"#f0ad4e"] # Bootstrap colors
# Custom '$'
text = ["$", "$", "$", "$", "$"]
# The plot creator
pie_plot = Figure(
Pie(
labels=groups,
values=amounts,
hoverinfo="text+value",
text=text,
textinfo="label+percent",
textfont=dict(size=15),
hole=.3,
marker=dict(colors=colors, line=dict(color="#000000",
width=3)),
))
pie_plot.update_layout(
legend=dict(orientation="v", ),
title={
'text': "Overall Expenses per Type (% / $)",
'y': 0.9,
'x': 0.5,
'xanchor': 'center',
'yanchor': 'top',
},
# showlegend=False,
)
# This is needed to view the plot in a localized setting (not online)
plot_div = plot(pie_plot, output_type="div")
# Line Plot
# Pandas dataframe of expense model
expense_user_data = Expense.objects.filter(
author=author_id).all().values()
data = pd.DataFrame(expense_user_data)
# Converting my dates to accepted Pandas datetime
data["expense_date"] = pd.to_datetime(data["expense_date"])
# Indexing via date
data.set_index("expense_date", inplace=True)
# Sorting by date
data = data.sort_values(by=["expense_date"])
# Converting data from daily to weekly and summing the amounts per week
scatter_plot_data = data.resample("W-MON").agg({
"amount":
"sum",
"expense_type":
" - ".join
})
if Budget.objects.filter(author=author_id).last():
budget_data = Budget.objects.filter(author=author_id).last()
budget_line = budget_data.weekly_spending_total
else:
budget_line = None
trace_wk_tot = Scatter(x=scatter_plot_data.index,
y=scatter_plot_data.amount,
mode="lines+markers",
name="lines+markers",
line=dict(
color="#5cb85c",
width=4,
),
marker=dict(size=12, ))
expense_weekly_data = [
trace_wk_tot
] # This format in case adding additional traces
line_plot = Figure(expense_weekly_data) # Line plot instance
# Total Budget per week line for comparison
if budget_line:
line_plot.add_shape(
type="line",
x0=scatter_plot_data.index.min(),
y0=budget_line,
x1=scatter_plot_data.index.max(),
y1=budget_line,
line=dict(
color="#d9534f",
width=2,
dash="dash",
),
)
line_plot.update_layout(
xaxis_title="Time (Weeks)",
yaxis_title="Total Spent ($)",
font=dict(size=14, ),
yaxis_tickformat="$",
title={
'text': "Total Expenses per Week",
'y': 0.9,
'x': 0.5,
'xanchor': 'center',
'yanchor': 'top',
},
yaxis={"rangemode": "tozero"},
)
plot_div_line = plot(line_plot, output_type="div")
# Bar Chart
# Gather data: each expense type and associated budget limit via Pandas
# expense_type filters
food_filter = (data["expense_type"] == "food")
personal_filter = (data["expense_type"] == "personal")
transportation_filter = (data["expense_type"] == "transportation")
housing_filter = (data["expense_type"] == "housing")
other_filter = (data["expense_type"] == "other")
# expense_date (Current Week) filter
previous_monday = date.today() - timedelta(days=date.today().weekday())
next_monday = previous_monday + timedelta(weeks=1)
week_filter = ((data.index >= pd.to_datetime(previous_monday)) &
(data.index < pd.to_datetime(next_monday)))
# Split Current Week data up into expense_type
# Pulls the "amount" data based on the above filters and then sums them for the week
week_food_amt = data["amount"].loc[week_filter & food_filter].sum()
week_personal_amt = data["amount"].loc[week_filter
& personal_filter].sum()
week_transportation_amt = data["amount"].loc[
week_filter & transportation_filter].sum()
week_housing_amt = data["amount"].loc[week_filter
& housing_filter].sum()
week_other_amt = data["amount"].loc[week_filter & other_filter].sum()
spending_array = [
week_food_amt, week_personal_amt, week_transportation_amt,
week_housing_amt, week_other_amt
]
# Budget Type Limits
if Budget.objects.filter(author=author_id).last():
budget_data = Budget.objects.filter(author=author_id).last()
budget_food = budget_data.weekly_food
budget_personal = budget_data.weekly_personal
budget_transportation = budget_data.weekly_transportation
budget_housing = budget_data.weekly_housing
budget_other = budget_data.weekly_other
else:
budget_food = None
budget_personal = None
budget_transportation = None
budget_housing = None
budget_other = None
budget_array = [
budget_food, budget_personal, budget_transportation,
budget_housing, budget_other
]
# Graph the bar chart
types = ["Food", "Personal", "Transport", "Housing", "Other"]
bar_trace = [
Bar(name="Expense Totals",
x=types,
y=spending_array,
marker_color=colors,
text=spending_array,
textposition="auto",
showlegend=False),
Bar(name="Budget Limits",
x=types,
y=budget_array,
marker_color="#cfb3ff")
]
bar_chart = Figure(bar_trace)
bar_chart.update_layout(
barmode="group",
yaxis_title="Total Spent ($)",
yaxis_tickformat="$",
title={
'text': "Total Expenses vs Budget Limits per Week",
'y': 0.9,
'x': 0.5,
'xanchor': 'center',
'yanchor': 'top',
},
legend=dict(orientation="h", ),
# showlegend=False,
)
# Add the chart to the context and plot in html
plot_div_bar = plot(bar_chart, output_type="div")
# Budget Form Instance
if Budget.objects.last():
budget_info = Budget.objects.last()
budgetform = BudgetForm(instance=budget_info)
else:
budgetform = BudgetForm()
# Update Expense Form
if Expense.objects.last():
# expense_info = Expense.objects.get(id=pk)
# expenseform = ExpenseForm(instance=expense_info)
expenseform = ExpenseForm()
else:
expenseform = ExpenseForm()
context = {
"user_expenses": user_expenses,
"user_name": user_name,
"plot_div": plot_div,
"plot_div_line": plot_div_line,
"plot_div_bar": plot_div_bar,
"budgetform": budgetform,
"expenseform": expenseform,
"current_date": datetime.now().date(),
}
return render(request, "expenses/expenses.html", context)
else:
return HttpResponseRedirect("/signup")