111 | {% if messages %}
112 | {% for message in messages %}
113 |
117 | {% endfor %}
118 | {% endif %}
119 |
120 | {% block content %}
121 | {% endblock %}
122 |
4 |
34 | {% endblock %}
--------------------------------------------------------------------------------
/expenses/urls.py:
--------------------------------------------------------------------------------
1 | from django.urls import path, include
2 | from . import views
3 |
4 | urlpatterns = [
5 | path('', views.dashboard, name='dashboard'),
6 | path('categories/', views.category_list, name='category_list'),
7 | path('categories/
5 |
33 |
6 |
32 | {{ model_name|title }} List
7 | {% if objects %} 8 |-
9 | {% for object in objects %}
10 |
- 11 | {{ object }} 12 | 20 | 21 | {% endfor %} 22 |
No {{ model_name }}s found.
25 | {% endif %} 26 |
27 |
28 | Add New {{ model_name|title }}
29 |
30 |
31 |
7 |
43 | {% endblock %}
44 |
--------------------------------------------------------------------------------
/templates/users/register.html:
--------------------------------------------------------------------------------
1 | {% extends 'base.html' %}
2 |
3 | {% block title %}Register - ExpenseTracker{% endblock %}
4 |
5 | {% block content %}
6 |
8 |
42 |
9 |
41 |
10 |
40 | Log In
11 | 12 | {% if form.non_field_errors %} 13 |
14 | {{ form.non_field_errors }}
15 |
16 | {% endif %}
17 |
18 |
33 |
34 |
35 |
36 | Need An Account? Sign Up Now
37 |
38 |
39 |
7 |
43 | {% endblock %}
44 |
--------------------------------------------------------------------------------
/templates/expenses/object_form.html:
--------------------------------------------------------------------------------
1 | {% extends 'base.html' %}
2 | {% block content %}
3 |
8 |
42 |
9 |
41 |
10 |
40 | Register
11 | 12 | {% if form.non_field_errors %} 13 |
14 | {{ form.non_field_errors }}
15 |
16 | {% endif %}
17 |
18 |
33 |
34 |
35 |
36 | Already Have An Account? Sign In
37 |
38 |
39 |
4 |
42 | {% endblock %}
43 |
--------------------------------------------------------------------------------
/README.md:
--------------------------------------------------------------------------------
1 | ## Expense Tracker README
2 |
3 | ### Introduction
4 | This Django web application is designed to help you effectively track and manage your expenses. It provides features for creating and managing categories, budgets, and individual expenses.
5 |
6 | ### Features
7 | * **Categories:**
8 | * Create, edit, and delete categories to organize your expenses.
9 | * View a list of all categories.
10 | * **Budgets:**
11 | * Set budgets for specific categories to track spending limits.
12 | * View budget details and track progress towards goals.
13 | * **Expenses:**
14 | * Record expenses, including the amount, date, category, and description.
15 | * View a list of all expenses, filtered by category or date range.
16 | * Edit or delete existing expenses.
17 |
18 | ### Usage
19 | 1. **Installation:**
20 | ```bash
21 | # Clone the repository
22 | git clone https://github.com/phantom-kali/ExpenseTracker.git
23 |
24 | # Navigate to the project directory
25 | cd ExpenseTracker
26 |
27 | # Create a virtual environment
28 | python -m venv venv
29 |
30 | # Activate the virtual environment
31 | # For Windows:
32 | venv\Scripts\activate
33 | # For Linux/macOS:
34 | source venv/bin/activate
35 |
36 | # Install dependencies
37 | pip install -r requirements.txt
38 | ```
39 |
40 | 2. **Database Setup:**
41 | ```bash
42 | # Create a database according to your Django settings
43 |
44 | # Run migrations
45 | python manage.py migrate
46 | ```
47 |
48 | 3. **Run the Server:**
49 | ```bash
50 | # Start the development server
51 | python manage.py runserver
52 | ```
53 |
54 | 4. **Access the Application:**
55 | * Open a web browser and navigate to:
56 | `http://127.0.0.1:8000/`
57 |
58 | ### Contributing
59 | Contributions are welcome! Please feel free to submit pull requests or issues.
60 |
61 | ### License
62 | This project is licensed under the [MIT License](https://opensource.org/licenses/MIT).
--------------------------------------------------------------------------------
/templates/mpesa/mpesa_sms.html:
--------------------------------------------------------------------------------
1 | {% extends "base.html" %}
2 |
3 | {% block extra_css %}
4 |
45 | {% endblock %}
46 |
47 | {% block content %}
48 |
5 |
41 |
6 |
40 | {% if is_update %}Edit{% else %}Create{% endif %} {{ model_name|title }}
7 | 39 |
49 |
70 | {% endblock %}
71 |
--------------------------------------------------------------------------------
/visuals/migrations/0001_initial.py:
--------------------------------------------------------------------------------
1 | # Generated by Django 5.1.1 on 2024-09-30 16:58
2 |
3 | import django.db.models.deletion
4 | from django.conf import settings
5 | from django.db import migrations, models
6 |
7 |
8 | class Migration(migrations.Migration):
9 |
10 | initial = True
11 |
12 | dependencies = [
13 | migrations.swappable_dependency(settings.AUTH_USER_MODEL),
14 | ]
15 |
16 | operations = [
17 | migrations.CreateModel(
18 | name='Budget',
19 | fields=[
20 | ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
21 | ('amount', models.DecimalField(decimal_places=2, max_digits=10)),
22 | ('start_date', models.DateField()),
23 | ('end_date', models.DateField()),
24 | ('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='expenses_budgets', to=settings.AUTH_USER_MODEL)),
25 | ],
26 | ),
27 | migrations.CreateModel(
28 | name='Category',
29 | fields=[
30 | ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
31 | ('name', models.CharField(max_length=100)),
32 | ('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='expenses_categories', to=settings.AUTH_USER_MODEL)),
33 | ],
34 | ),
35 | migrations.CreateModel(
36 | name='Expense',
37 | fields=[
38 | ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
39 | ('amount', models.DecimalField(decimal_places=2, max_digits=10)),
40 | ('date', models.DateField()),
41 | ('description', models.CharField(max_length=255)),
42 | ('currency', models.CharField(default='USD', max_length=10)),
43 | ('payment_method', models.CharField(choices=[('cash', 'Cash'), ('credit', 'Credit Card'), ('debit', 'Debit Card'), ('paypal', 'PayPal')], default='cash', max_length=10)),
44 | ('tags', models.CharField(blank=True, max_length=255, null=True)),
45 | ('category', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, to='visuals.category')),
46 | ('user', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='expenses_expenses', to=settings.AUTH_USER_MODEL)),
47 | ],
48 | ),
49 | ]
50 |
--------------------------------------------------------------------------------
/expenses/migrations/0001_initial.py:
--------------------------------------------------------------------------------
1 | # Generated by Django 5.0.2 on 2024-09-21 12:39
2 |
3 | import django.db.models.deletion
4 | from django.conf import settings
5 | from django.db import migrations, models
6 |
7 |
8 | class Migration(migrations.Migration):
9 |
10 | initial = True
11 |
12 | dependencies = [
13 | migrations.swappable_dependency(settings.AUTH_USER_MODEL),
14 | ]
15 |
16 | operations = [
17 | migrations.CreateModel(
18 | name="Budget",
19 | fields=[
20 | (
21 | "id",
22 | models.BigAutoField(
23 | auto_created=True,
24 | primary_key=True,
25 | serialize=False,
26 | verbose_name="ID",
27 | ),
28 | ),
29 | ("amount", models.DecimalField(decimal_places=2, max_digits=10)),
30 | ("start_date", models.DateField()),
31 | ("end_date", models.DateField()),
32 | (
33 | "user",
34 | models.ForeignKey(
35 | on_delete=django.db.models.deletion.CASCADE,
36 | to=settings.AUTH_USER_MODEL,
37 | ),
38 | ),
39 | ],
40 | ),
41 | migrations.CreateModel(
42 | name="Category",
43 | fields=[
44 | (
45 | "id",
46 | models.BigAutoField(
47 | auto_created=True,
48 | primary_key=True,
49 | serialize=False,
50 | verbose_name="ID",
51 | ),
52 | ),
53 | ("name", models.CharField(max_length=100)),
54 | (
55 | "user",
56 | models.ForeignKey(
57 | on_delete=django.db.models.deletion.CASCADE,
58 | to=settings.AUTH_USER_MODEL,
59 | ),
60 | ),
61 | ],
62 | ),
63 | migrations.CreateModel(
64 | name="Expense",
65 | fields=[
66 | (
67 | "id",
68 | models.BigAutoField(
69 | auto_created=True,
70 | primary_key=True,
71 | serialize=False,
72 | verbose_name="ID",
73 | ),
74 | ),
75 | ("amount", models.DecimalField(decimal_places=2, max_digits=10)),
76 | ("date", models.DateField()),
77 | ("description", models.CharField(max_length=255)),
78 | (
79 | "category",
80 | models.ForeignKey(
81 | null=True,
82 | on_delete=django.db.models.deletion.SET_NULL,
83 | to="expenses.category",
84 | ),
85 | ),
86 | (
87 | "user",
88 | models.ForeignKey(
89 | on_delete=django.db.models.deletion.CASCADE,
90 | to=settings.AUTH_USER_MODEL,
91 | ),
92 | ),
93 | ],
94 | ),
95 | ]
96 |
--------------------------------------------------------------------------------
/visuals/views.py:
--------------------------------------------------------------------------------
1 | from django.shortcuts import render
2 | from django.db.models import Sum, Count
3 | from expenses.models import Expense, Category, Budget
4 | from django.utils.timezone import now
5 | from django.contrib.auth.decorators import login_required
6 | from django.db.models.functions import TruncDate, TruncMonth
7 | from datetime import datetime, timedelta
8 | from django.http import JsonResponse
9 | from dateutil import parser
10 | import logging
11 |
12 | # Logger setup
13 | logger = logging.getLogger(__name__)
14 |
15 | @login_required
16 | def statistics_view(request):
17 | total_expenses = Expense.objects.filter(user=request.user).aggregate(Sum('amount'))['amount__sum'] or 0
18 | total_categories = Category.objects.filter(user=request.user).count()
19 | total_budgets = Budget.objects.filter(user=request.user).count()
20 |
21 | context = {
22 | 'total_expenses': total_expenses,
23 | 'total_categories': total_categories,
24 | 'total_budgets': total_budgets,
25 | }
26 | return render(request, 'visuals/statistics.html', context)
27 |
28 |
29 | @login_required
30 | def expenses_by_category_view(request):
31 | # Get all categories for the logged-in user
32 | categories = Category.objects.filter(user=request.user)
33 | expense_data = []
34 |
35 | # Loop through each category and calculate total expenses and expense count
36 | for category in categories:
37 | total_expenses = (
38 | Expense.objects.filter(user=request.user, category=category)
39 | .aggregate(total_amount=Sum('amount'))['total_amount'] or 0
40 | )
41 | expense_count = (
42 | Expense.objects.filter(user=request.user, category=category)
43 | .count()
44 | )
45 | expense_data.append({
46 | 'category': category.name, # Category name
47 | 'total_expenses': float(total_expenses), # Ensure it's a float for JSON compatibility
48 | 'expense_count': expense_count,
49 | })
50 |
51 | # Calculate totals
52 | total_expenses_sum = sum(item['total_expenses'] for item in expense_data)
53 | total_expense_count = sum(item['expense_count'] for item in expense_data)
54 |
55 | # Pass data to template
56 | context = {
57 | 'expense_data': expense_data, # Pass the list of dictionaries
58 | 'total_expenses': total_expenses_sum,
59 | 'total_expense_count': total_expense_count,
60 | 'base_currency': 'USD', # Define as appropriate
61 | }
62 | return render(request, 'visuals/expenses_by_category.html', context)
63 |
64 | @login_required
65 | def budget_vs_expenses_view(request):
66 | budgets = Budget.objects.filter(user=request.user)
67 | budget_expense_data = []
68 |
69 | for budget in budgets:
70 | total_expenses = (
71 | Expense.objects.filter(user=request.user, date__range=[budget.start_date, budget.end_date])
72 | .aggregate(total_amount=Sum('amount'))['total_amount'] or 0
73 | )
74 | budget_expense_data.append({
75 | 'budget': float(budget.amount),
76 | 'expenses': float(total_expenses),
77 | 'period': f"{budget.start_date} to {budget.end_date}",
78 | })
79 |
80 |
81 | context = {
82 | 'budget_expense_data': budget_expense_data,
83 | }
84 | return render(request, 'visuals/budget_vs_expenses.html', context)
85 |
86 |
--------------------------------------------------------------------------------
/ExpenseTracker/settings.py:
--------------------------------------------------------------------------------
1 | """
2 | Django settings for ExpenseTracker project.
3 |
4 | Generated by 'django-admin startproject' using Django 5.0.2.
5 |
6 | For more information on this file, see
7 | https://docs.djangoproject.com/en/5.0/topics/settings/
8 |
9 | For the full list of settings and their values, see
10 | https://docs.djangoproject.com/en/5.0/ref/settings/
11 | """
12 |
13 | import os
14 | from pathlib import Path
15 |
16 | # Build paths inside the project like this: BASE_DIR / 'subdir'.
17 | BASE_DIR = Path(__file__).resolve().parent.parent
18 |
19 |
20 | # Quick-start development settings - unsuitable for production
21 | # See https://docs.djangoproject.com/en/5.0/howto/deployment/checklist/
22 |
23 | # SECURITY WARNING: keep the secret key used in production secret!
24 | SECRET_KEY = "django-insecure-@f#)%3vh0rs34%ztzxkgop-+@2umd#o^143#d2$l*wtxko7(x="
25 |
26 | # SECURITY WARNING: don't run with debug turned on in production!
27 | DEBUG = True
28 |
29 | ALLOWED_HOSTS = [ '0.0.0.0', '127.0.0.1']
30 |
31 |
32 | # Application definition
33 |
34 | INSTALLED_APPS = [
35 | "django.contrib.admin",
36 | "django.contrib.auth",
37 | "django.contrib.contenttypes",
38 | "django.contrib.sessions",
39 | "django.contrib.messages",
40 | "django.contrib.staticfiles",
41 | "rest_framework",
42 | "expenses",
43 | "users",
44 | 'payment',
45 | 'visuals',
46 | ]
47 |
48 | MIDDLEWARE = [
49 | "django.middleware.security.SecurityMiddleware",
50 | "django.contrib.sessions.middleware.SessionMiddleware",
51 | "django.middleware.common.CommonMiddleware",
52 | "django.middleware.csrf.CsrfViewMiddleware",
53 | "django.contrib.auth.middleware.AuthenticationMiddleware",
54 | "django.contrib.messages.middleware.MessageMiddleware",
55 | "django.middleware.clickjacking.XFrameOptionsMiddleware",
56 | ]
57 |
58 | ROOT_URLCONF = "ExpenseTracker.urls"
59 |
60 | TEMPLATES = [
61 | {
62 | "BACKEND": "django.template.backends.django.DjangoTemplates",
63 | "DIRS": [os.path.join(BASE_DIR, "templates")],
64 | "APP_DIRS": True,
65 | "OPTIONS": {
66 | "context_processors": [
67 | "django.template.context_processors.debug",
68 | "django.template.context_processors.request",
69 | "django.contrib.auth.context_processors.auth",
70 | "django.contrib.messages.context_processors.messages",
71 | ],
72 | },
73 | },
74 | ]
75 |
76 | WSGI_APPLICATION = "ExpenseTracker.wsgi.application"
77 |
78 |
79 | # Database
80 | # https://docs.djangoproject.com/en/5.0/ref/settings/#databases
81 |
82 | DATABASES = {
83 | "default": {
84 | "ENGINE": "django.db.backends.sqlite3",
85 | "NAME": BASE_DIR / "db.sqlite3",
86 | }
87 | }
88 |
89 |
90 | # Password validation
91 | # https://docs.djangoproject.com/en/5.0/ref/settings/#auth-password-validators
92 |
93 | AUTH_PASSWORD_VALIDATORS = [
94 | {
95 | "NAME": "django.contrib.auth.password_validation.UserAttributeSimilarityValidator",
96 | },
97 | {
98 | "NAME": "django.contrib.auth.password_validation.MinimumLengthValidator",
99 | },
100 | {
101 | "NAME": "django.contrib.auth.password_validation.CommonPasswordValidator",
102 | },
103 | {
104 | "NAME": "django.contrib.auth.password_validation.NumericPasswordValidator",
105 | },
106 | ]
107 |
108 |
109 | # Internationalization
110 | # https://docs.djangoproject.com/en/5.0/topics/i18n/
111 |
112 | LANGUAGE_CODE = "en-us"
113 |
114 | TIME_ZONE = "UTC"
115 |
116 | USE_I18N = True
117 |
118 | USE_TZ = True
119 |
120 |
121 | # Static files (CSS, JavaScript, Images)
122 | # https://docs.djangoproject.com/en/5.0/howto/static-files/
123 |
124 | STATIC_URL = "/static/"
125 | STATICFILES_DIRS = [os.path.join(BASE_DIR, 'static')]
126 | STATIC_ROOT = os.path.join(BASE_DIR, 'staticfiles')
127 |
128 | MEDIA_ROOT = os.path.join(BASE_DIR, 'media')
129 | MEDIA_URL = '/media/'
130 |
131 | # Default primary key field type
132 | # https://docs.djangoproject.com/en/5.0/ref/settings/#default-auto-field
133 |
134 | DEFAULT_AUTO_FIELD = "django.db.models.BigAutoField"
135 |
136 |
137 | LOGIN_REDIRECT_URL = 'dashboard'
138 | LOGIN_URL = 'login'
139 |
140 |
141 |
--------------------------------------------------------------------------------
/templates/visuals/expenses_by_category.html:
--------------------------------------------------------------------------------
1 | {% extends 'base.html' %}
2 |
3 | {% block title %}Expenses by Category{% endblock %}
4 |
5 | {% block content %}
6 |
50 |
69 |
51 |
68 | Submit M-Pesa SMS
52 | 67 |
7 |
56 | {% endblock %}
57 |
58 | {% block extra_js %}
59 |
60 |
115 | {% endblock %}
116 |
--------------------------------------------------------------------------------
/templates/expenses/dashboard.html:
--------------------------------------------------------------------------------
1 | {% extends 'base.html' %}
2 |
3 | {% block title %}Dashboard - ExpenseTracker{% endblock %}
4 |
5 | {% block content %}
6 | Expenses by Category
8 | 9 | 10 |
11 |
12 |
17 |
18 |
19 |
20 |
21 |
22 |
55 |
23 |
24 |
25 |
26 |
27 |
28 |
29 |
30 |
53 |
54 | | Category Name | 32 |Expense Count | 33 |Amount ({{ base_currency }}) | 34 |
|---|---|---|
| {{ expense.category }} | 40 |{{ expense.expense_count }} | 41 |{{ expense.total_expenses|floatformat:2 }} | 42 |
| Total | 48 |{{ total_expense_count }} | 49 |{{ total_expenses|floatformat:2 }} | 50 |
7 |
101 | {% endblock %}
--------------------------------------------------------------------------------
/expenses/views.py:
--------------------------------------------------------------------------------
1 | from django.shortcuts import render, redirect, get_object_or_404
2 | from django.contrib.auth.decorators import login_required
3 | from django.contrib import messages
4 | from .models import Category, Budget, Expense
5 | from .forms import CategoryForm, BudgetForm, ExpenseForm
6 | from django.db.models import Sum
7 | from django.utils import timezone
8 |
9 | @login_required
10 | def dashboard(request):
11 | expenses = Expense.objects.filter(user=request.user).order_by("-date")[:5]
12 | categories = Category.objects.filter(user=request.user)
13 | budget = Budget.objects.filter(user=request.user).last()
14 |
15 | total_expenses = Expense.objects.filter(user=request.user).aggregate(Sum("amount"))["amount__sum"] or 0
16 | monthly_expenses = Expense.objects.filter(user=request.user, date__month=timezone.now().month).aggregate(Sum("amount"))["amount__sum"] or 0
17 | budget_amount = budget.amount if budget else 0
18 | budget_remaining = budget_amount - monthly_expenses
19 |
20 | context = {
21 | "expenses": expenses,
22 | "categories": categories,
23 | "budget": budget,
24 | "total_expenses": total_expenses,
25 | "monthly_expenses": monthly_expenses,
26 | "budget_remaining": budget_remaining,
27 | }
28 | return render(request, "expenses/dashboard.html", context)
29 |
30 | @login_required
31 | def object_list(request, model, template_name):
32 | objects = model.objects.filter(user=request.user)
33 | context = {
34 | 'objects': objects,
35 | 'model_name': model.__name__.lower()
36 | }
37 | return render(request, template_name, context)
38 |
39 | @login_required
40 | def object_detail(request, model, pk, template_name):
41 | obj = get_object_or_404(model, pk=pk, user=request.user)
42 | context = {
43 | 'object': obj,
44 | 'model_name': model.__name__.lower()
45 | }
46 | return render(request, template_name, context)
47 |
48 | @login_required
49 | def object_create_or_update(request, model, form_class, pk=None, template_name='expenses/object_form.html'):
50 | if pk:
51 | obj = get_object_or_404(model, pk=pk, user=request.user)
52 | form = form_class(request.POST or None, instance=obj)
53 | else:
54 | form = form_class(request.POST or None)
55 |
56 | if request.method == 'POST' and form.is_valid():
57 | instance = form.save(commit=False)
58 | instance.user = request.user
59 | instance.save()
60 | messages.success(request, f'{model.__name__} {"updated" if pk else "created"} successfully.')
61 | return redirect('dashboard')
62 |
63 | context = {
64 | 'form': form,
65 | 'model_name': model.__name__.lower(),
66 | 'is_update': pk is not None
67 | }
68 | return render(request, template_name, context)
69 |
70 | @login_required
71 | def object_delete(request, model, pk, template_name='expenses/object_confirm_delete.html'):
72 | obj = get_object_or_404(model, pk=pk, user=request.user)
73 | if request.method == 'POST':
74 | obj.delete()
75 | messages.success(request, f'{model.__name__} deleted successfully.')
76 | return redirect('dashboard')
77 | context = {
78 | 'object': obj,
79 | 'model_name': model.__name__.lower()
80 | }
81 | return render(request, template_name, context)
82 |
83 | # Use these generic views for each model
84 | @login_required
85 | def category_list(request):
86 | return object_list(request, Category, 'expenses/object_list.html')
87 |
88 | @login_required
89 | def category_detail(request, pk):
90 | return object_detail(request, Category, pk, 'expenses/object_detail.html')
91 |
92 | @login_required
93 | def category_create_or_update(request, pk=None):
94 | return object_create_or_update(request, Category, CategoryForm, pk)
95 |
96 | @login_required
97 | def category_delete(request, pk):
98 | return object_delete(request, Category, pk)
99 |
100 | # Repeat similar patterns for Budget and Expense models
101 | @login_required
102 | def budget_list(request):
103 | return object_list(request, Budget, 'expenses/object_list.html')
104 |
105 | @login_required
106 | def budget_detail(request, pk):
107 | return object_detail(request, Budget, pk, 'expenses/object_detail.html')
108 |
109 | @login_required
110 | def budget_create_or_update(request, pk=None):
111 | return object_create_or_update(request, Budget, BudgetForm, pk)
112 |
113 | @login_required
114 | def budget_delete(request, pk):
115 | return object_delete(request, Budget, pk)
116 |
117 | @login_required
118 | def expense_list(request):
119 | return object_list(request, Expense, 'expenses/object_list.html')
120 |
121 | @login_required
122 | def expense_detail(request, pk):
123 | return object_detail(request, Expense, pk, 'expenses/object_detail.html')
124 |
125 | @login_required
126 | def expense_create_or_update(request, pk=None):
127 | return object_create_or_update(request, Expense, ExpenseForm, pk)
128 |
129 | @login_required
130 | def expense_delete(request, pk):
131 | return object_delete(request, Expense, pk)
132 |
--------------------------------------------------------------------------------
/payment/views.py:
--------------------------------------------------------------------------------
1 | from django.shortcuts import render, redirect
2 | from django.http import JsonResponse
3 | from django.views.decorators.csrf import csrf_exempt, csrf_protect
4 | from django.views.decorators.http import require_POST
5 | from django.db import transaction, IntegrityError
6 | from django.contrib import messages
7 | from django.contrib.auth.decorators import login_required
8 | from .models import MpesaTransaction
9 | from expenses.models import Category, Expense
10 | import json
11 | import logging
12 | import re
13 | from datetime import datetime
14 | from django.utils import timezone
15 |
16 | logger = logging.getLogger(__name__)
17 |
18 | def create_mpesa_transaction(transaction_data, user):
19 | try:
20 | mpesa_transaction = MpesaTransaction.objects.create(
21 | transaction_id=transaction_data['transaction_id'],
22 | amount=transaction_data['amount'],
23 | recipient=transaction_data['recipient'],
24 | phone=transaction_data.get('phone'),
25 | transaction_date=transaction_data['datetime']
26 | )
27 |
28 | if transaction_data.get('phone'):
29 | category_name = "M-Pesa Personal Payment"
30 | else:
31 | category_name = "M-Pesa Business Payment"
32 |
33 | category, _ = Category.objects.get_or_create(name=category_name, user=user)
34 |
35 | Expense.objects.create(
36 | user=user,
37 | amount=transaction_data['amount'],
38 | description=f"M-Pesa payment to {transaction_data['recipient']}",
39 | date=transaction_data['datetime'].date(),
40 | category=category
41 | )
42 |
43 | except IntegrityError as e:
44 | logger.error(f"IntegrityError for transaction ID {transaction_data['transaction_id']}: {str(e)}")
45 |
46 | @csrf_exempt
47 | @require_POST
48 | def process_mpesa_sms(request):
49 | try:
50 | data = json.loads(request.body)
51 | sms_text = data.get('sms_text')
52 |
53 | if not sms_text:
54 | return JsonResponse({'error': 'No SMS text provided'}, status=400)
55 |
56 | transaction_data = parse_mpesa_sms(sms_text)
57 |
58 | if transaction_data:
59 | try:
60 | create_mpesa_transaction(transaction_data, request.user)
61 | return JsonResponse({'message': 'Transaction processed and expense added successfully'}, status=201)
62 | except IntegrityError as e:
63 | return JsonResponse({'error': 'Transaction already processed.'}, status=400)
64 | else:
65 | return JsonResponse({'error': 'Invalid M-Pesa SMS format'}, status=400)
66 |
67 | except json.JSONDecodeError:
68 | return JsonResponse({'error': 'Invalid JSON'}, status=400)
69 | except Exception as e:
70 | logger.exception("Unexpected error in process_mpesa_sms")
71 | return JsonResponse({'error': str(e)}, status=500)
72 |
73 | def parse_mpesa_sms(sms_text: str) -> dict:
74 | pattern = (
75 | r"([A-Z0-9]+) Confirmed\.\s+Ksh([\d,]+\.?\d*)\s+(?:sent to|paid to)\s+([\w\s]+)(?:\s*for account\s+([\d\-]+))?\s+on\s+(\d{1,2}/\d{1,2}/\d{2})\s+at\s+(\d{1,2}:\d{2}\s*[AP]M)\."
76 | )
77 |
78 | match = re.search(pattern, sms_text)
79 |
80 | if match:
81 | transaction_id, amount, recipient, account_number, date, time = match.groups()
82 |
83 | amount = float(amount.replace(',', ''))
84 | date_obj = timezone.make_aware(datetime.strptime(f"{date} {time}", "%d/%m/%y %I:%M %p"))
85 |
86 | phone = re.search(r'\b\d{10}\b', sms_text)
87 | phone_number = phone.group(0) if phone else None
88 |
89 | return {
90 | 'transaction_id': transaction_id,
91 | 'amount': amount,
92 | 'recipient': recipient.strip(),
93 | 'phone': phone_number,
94 | 'account_number': account_number.strip() if account_number else None,
95 | 'datetime': date_obj
96 | }
97 |
98 | return None
99 |
100 | @csrf_protect
101 | @login_required
102 | def submit_mpesa_sms(request):
103 | if request.method == 'POST':
104 | sms_text = request.POST.get('sms_text', '')
105 | if sms_text:
106 | transaction_data = parse_mpesa_sms(sms_text)
107 | if transaction_data:
108 | try:
109 | create_mpesa_transaction(transaction_data, request.user)
110 | messages.success(request, 'Transaction processed and expense added successfully.')
111 | return redirect('dashboard')
112 | except IntegrityError as e:
113 | messages.error(request, 'This transaction has already been processed.')
114 | except Exception as e:
115 | messages.error(request, 'An unexpected error occurred. Please try again later.')
116 | else:
117 | messages.error(request, 'Invalid M-Pesa SMS format. Add only deductions message!')
118 | else:
119 | messages.error(request, 'No SMS text provided.')
120 | return render(request, 'mpesa/mpesa_sms.html')
121 |
--------------------------------------------------------------------------------
/templates/users/profile.html:
--------------------------------------------------------------------------------
1 | {% extends 'base.html' %}
2 |
3 | {% block title %}Profile - ExpenseTracker{% endblock %}
4 |
5 | {% block extra_css %}
6 |
88 | {% endblock %}
89 |
90 | {% block content %}
91 |
8 |
14 |
15 |
9 |
13 |
10 |
12 | Dashboard
11 |
16 |
50 |
51 |
17 |
27 |
18 |
26 |
19 |
25 |
20 |
21 |
22 | Total Expenses
23 |${{ total_expenses }}
24 |
28 |
38 |
29 |
37 |
30 |
36 |
31 |
32 |
33 | This Month
34 |${{ monthly_expenses }}
35 |
39 |
49 |
40 |
48 |
41 |
47 |
42 |
43 |
44 | Budget Remaining
45 |${{ budget_remaining }}
46 |
52 |
100 |
53 |
84 |
54 |
83 |
55 |
82 |
56 |
59 | Recent Expenses
57 | 58 |
60 |
61 |
62 |
80 |
81 | | Date | 64 |Category | 65 |Description | 66 |Amount | 67 |
|---|---|---|---|
| {{ expense.date }} | 73 |{{ expense.category.name }} | 74 |{{ expense.description }} | 75 |${{ expense.amount }} | 76 |
85 |
99 |
86 |
98 |
87 |
97 | Categories
88 |
89 | {% for category in categories %}
90 |
96 |
91 | {{ category.name }}
92 | {{ category.expense_count }}
93 |
94 | {% endfor %}
95 |
92 | 
95 |
98 |
99 | {{ user.username }}
96 |{{ user.profile.location|default:"Location not set" }}
97 |
100 |
164 | {% endblock %}
165 |
166 | {% block extra_js %}
167 |
206 | {% endblock %}
207 |
--------------------------------------------------------------------------------
/templates/base.html:
--------------------------------------------------------------------------------
1 | {% load static %}
2 |
3 |
4 |
5 |
6 |
7 |
8 |
101 |
163 |
102 |
109 |
103 |
108 |
104 |
107 | About Me
105 |{{ user.profile.bio|default:"No bio available" }}
106 |
110 |
162 |
111 |
161 |
112 |
160 | Edit Profile
113 | 159 |Budget vs Expenses & Budget Overview
4 | 5 |
6 |
7 |
42 |
43 |
44 |
190 | {% endblock %}
191 |
--------------------------------------------------------------------------------
/static/css/style.css:
--------------------------------------------------------------------------------
1 | :root {
2 | --primary-color: #28a745;
3 | --secondary-color: #6c757d;
4 | --success-color: #28a745;
5 | --danger-color: #dc3545;
6 | --light-bg: #f8f9fa;
7 | --dark-text: #343a40;
8 | --card-shadow: 0 4px 15px rgba(0, 0, 0, 0.1);
9 | }
10 |
11 | body {
12 | font-family: 'Roboto', sans-serif;
13 | background-color: var(--light-bg);
14 | color: var(--dark-text);
15 | line-height: 1.6;
16 | }
17 |
18 | .container {
19 | max-width: 1200px;
20 | margin: 0 auto;
21 | padding: 20px;
22 | }
23 |
24 | .card {
25 | background-color: #ffffff;
26 | border-radius: 15px;
27 | box-shadow: var(--card-shadow);
28 | transition: transform 0.3s ease, box-shadow 0.3s ease;
29 | overflow: hidden;
30 | }
31 |
32 | .card:hover {
33 | transform: translateY(-5px);
34 | box-shadow: 0 6px 20px rgba(0, 0, 0, 0.15);
35 | }
36 |
37 | .card-body {
38 | padding: 25px;
39 | }
40 |
41 | .card-title {
42 | font-size: 22px;
43 | font-weight: 600;
44 | color: var(--primary-color);
45 | margin-bottom: 20px;
46 | border-bottom: 2px solid var(--light-bg);
47 | padding-bottom: 10px;
48 | }
49 |
50 | .card-text {
51 | font-size: 36px;
52 | font-weight: bold;
53 | color: var(--secondary-color);
54 | }
55 |
56 | .table {
57 | width: 100%;
58 | border-collapse: separate;
59 | border-spacing: 0 10px;
60 | margin-top: 20px;
61 | }
62 |
63 | .table th,
64 | .table td {
65 | padding: 15px;
66 | text-align: left;
67 | }
68 |
69 | .table th {
70 | background-color: var(--primary-color);
71 | color: #ffffff;
72 | font-weight: 600;
73 | text-transform: uppercase;
74 | border: 2px solid #ffffff;
75 | }
76 |
77 | .table tbody tr {
78 | background-color: #ffffff;
79 | box-shadow: var(--card-shadow);
80 | transition: transform 0.2s ease;
81 | }
82 |
83 | .table tbody tr:hover {
84 | transform: scale(1.02);
85 | }
86 | .chart-container {
87 | margin-bottom: 40px;
88 | }
89 | .expense-amount {
90 | font-weight: bold;
91 | color: var(--danger-color);
92 | }
93 |
94 | .income-amount {
95 | font-weight: bold;
96 | color: var(--success-color);
97 | }
98 |
99 | .list-group-item {
100 | background-color: var(--light-bg);
101 | color: var(--dark-text);
102 | border: none;
103 | padding: 12px 15px;
104 | margin-bottom: 5px;
105 | border-radius: 8px;
106 | transition: background-color 0.3s ease;
107 | }
108 |
109 | .list-group-item:hover {
110 | background-color: #e9ecef;
111 | cursor: pointer;
112 | }
113 |
114 | h2 {
115 | font-size: 32px;
116 | font-weight: 700;
117 | margin-bottom: 25px;
118 | color: var(--primary-color);
119 | }
120 |
121 | .row {
122 | margin-bottom: 40px;
123 | }
124 |
125 | .form-control {
126 | border: 2px solid #ced4da;
127 | border-radius: 8px;
128 | padding: 12px;
129 | font-size: 16px;
130 | transition: border-color 0.3s ease;
131 | }
132 |
133 | .form-control:focus {
134 | border-color: var(--primary-color);
135 | box-shadow: none;
136 | }
137 |
138 | .btn {
139 | padding: 12px 20px;
140 | font-size: 16px;
141 | font-weight: 600;
142 | border-radius: 8px;
143 | transition: all 0.3s ease;
144 | cursor: pointer;
145 | }
146 |
147 | .btn-primary {
148 | background-color: var(--primary-color);
149 | border: none;
150 | }
151 |
152 | .btn-primary:hover {
153 | background-color: #218838;
154 | transform: translateY(-2px);
155 | }
156 |
157 | .chart-container {
158 | background-color: whitesmoke;
159 | border-radius: 15px;
160 | padding: 20px;
161 | box-shadow: var(--card-shadow);
162 | }
163 |
164 | .gradient-custom {
165 | background: linear-gradient(135deg, #28a745, #20c997);
166 | }
167 |
168 | .navbar {
169 | z-index: 1030;
170 | }
171 |
172 | .navbar .navbar-toggler {
173 | z-index: 1051;
174 | }
175 |
176 | .navbar-collapse {
177 | z-index: 1049;
178 | }
179 |
180 | .navbar-nav .nav-link {
181 | color: #ffffff !important;
182 | transition: color 0.3s ease;
183 | }
184 |
185 | .navbar-nav .nav-link:hover {
186 | color: #e9ecef !important;
187 | }
188 |
189 | .navbar-nav .nav-link.active {
190 | color: #ffffff !important;
191 | font-weight: bold;
192 | }
193 |
194 | .dropdown-menu {
195 | background-color: rgba(40, 167, 69, 0.9);
196 | z-index: 1052;
197 | }
198 |
199 | .dropdown-item {
200 | color: #ffffff !important;
201 | }
202 |
203 | .dropdown-item:hover {
204 | background-color: rgba(32, 201, 151, 0.7);
205 | color: #ffffff !important;
206 | }
207 |
208 | .expense-summary {
209 | display: flex;
210 | justify-content: space-between;
211 | margin-bottom: 30px;
212 | }
213 |
214 | .summary-item {
215 | text-align: center;
216 | padding: 20px;
217 | background-color: #ffffff;
218 | border-radius: 10px;
219 | box-shadow: var(--card-shadow);
220 | flex: 1;
221 | margin: 0 10px;
222 | transition: transform 0.3s ease;
223 | }
224 |
225 | .summary-item:hover {
226 | transform: translateY(-5px);
227 | }
228 |
229 | .summary-item h3 {
230 | font-size: 18px;
231 | color: var(--secondary-color);
232 | margin-bottom: 10px;
233 | }
234 |
235 | .summary-item p {
236 | font-size: 24px;
237 | font-weight: bold;
238 | margin: 0;
239 | }
240 |
241 | .summary-item.total-income p {
242 | color: var(--success-color);
243 | }
244 |
245 | .summary-item.total-expenses p {
246 | color: var(--danger-color);
247 | }
248 |
249 | .summary-item.balance p {
250 | color: var(--primary-color);
251 | }
252 |
253 | @media (max-width: 768px) {
254 | .card-text {
255 | font-size: 28px;
256 | }
257 |
258 | h2 {
259 | font-size: 28px;
260 | }
261 |
262 | .table th,
263 | .table td {
264 | padding: 10px;
265 | }
266 |
267 | .expense-summary {
268 | flex-direction: column;
269 | }
270 |
271 | .summary-item {
272 | margin: 10px 0;
273 | }
274 | }
275 |
276 | .profile-header {
277 | background: linear-gradient(rgba(0, 0, 0, 0.6), rgba(0, 0, 0, 0.6)), url('/static/img/profile-background.png');
278 | background-size: cover;
279 | background-position: center;
280 | color: white;
281 | padding: 60px 0;
282 | margin-bottom: 40px;
283 | text-align: center;
284 | border-radius: 0 0 15px 15px;
285 | }
286 |
287 | .profile-img {
288 | width: 150px;
289 | height: 150px;
290 | object-fit: cover;
291 | border: 5px solid var(--primary-color);
292 | box-shadow: 0 4px 10px rgba(0, 0, 0, 0.2);
293 | border-radius: 50%;
294 | margin-bottom: 20px;
295 | }
296 |
297 | .profile-header h1 {
298 | font-size: 2.5rem;
299 | margin-bottom: 10px;
300 | }
301 |
302 | .profile-header p {
303 | font-size: 1.1rem;
304 | opacity: 0.9;
305 | }
306 |
307 | .drag-drop-area {
308 | border: 3px dashed var(--primary-color);
309 | border-radius: 10px;
310 | padding: 30px;
311 | text-align: center;
312 | cursor: pointer;
313 | transition: all 0.3s ease;
314 | }
315 |
316 | .drag-drop-area:hover,
317 | .drag-drop-area.dragover {
318 | background-color: rgba(40, 167, 69, 0.1);
319 | }
320 |
321 | .drag-drop-area i {
322 | font-size: 3rem;
323 | color: var(--primary-color);
324 | margin-bottom: 15px;
325 | }
326 |
327 | .drag-drop-area p {
328 | color: var(--secondary-color);
329 | margin-bottom: 0;
330 | }
331 |
332 | .form-outline input,
333 | .form-outline textarea {
334 | border-color: #ced4da;
335 | background-color: whitesmoke;
336 | }
337 |
338 | .form-outline input:focus,
339 | .form-outline textarea:focus {
340 | border-color: var(--primary-color);
341 | }
342 |
343 | .form-label {
344 | color: green;
345 | font-weight: bold;
346 | }
347 |
348 | .btn-primary {
349 | background-color: var(--primary-color);
350 | border-color: var(--primary-color);
351 | }
352 |
353 | .btn-primary:hover {
354 | background-color: #218838;
355 | border-color: #218838;
356 | }
357 | .date-input-container {
358 | position: relative;
359 | width: 60%;
360 | margin-bottom: 1.5rem;
361 | }
362 |
363 | .date-input-wrapper {
364 | height: 33px;
365 | width: 100%;
366 | margin: 0 auto;
367 | background-color: whitesmoke;
368 | border: 1px solid grey;
369 | border-radius: 0.25rem;
370 | overflow: hidden;
371 | }
372 |
373 | .date-input-container input[type="date"] {
374 | width: 100%;
375 | padding: 0.375rem 0.75rem;
376 | font-size: 1rem;
377 | line-height: 1.5;
378 | color: green;
379 | background-color: transparent;
380 | border: none;
381 | -webkit-appearance: none;
382 | -moz-appearance: none;
383 | appearance: none;
384 | background-image: url("data:image/svg+xml,%3Csvg xmlns='http://www.w3.org/2000/svg' width='16' height='16' fill='%2328a745' viewBox='0 0 16 16'%3E%3Cpath d='M3.5 0a.5.5 0 0 1 .5.5V1h8V.5a.5.5 0 0 1 1 0V1h1a2 2 0 0 1 2 2v11a2 2 0 0 1-2 2H2a2 2 0 0 1-2-2V3a2 2 0 0 1 2-2h1V.5a.5.5 0 0 1 .5-.5zM1 4v10a1 1 0 0 0 1 1h12a1 1 0 0 0 1-1V4H1z'/%3E%3C/svg%3E");
385 | background-repeat: no-repeat;
386 | background-position: right 1rem center;
387 | background-size: 16px 16px;
388 | cursor: pointer;
389 | }
390 | .date-input-container input[type="date"]::-webkit-calendar-picker-indicator {
391 | opacity: 1;
392 | background: none;
393 | }
394 | .date-input-container input[type="date"]:focus {
395 | outline: none;
396 | box-shadow: 0 0 0 0.2rem rgba(40, 167, 69, 0.25);
397 | }
398 |
399 | .date-input-container label {
400 | position: absolute;
401 | top: -0.75rem;
402 | left: 5%;
403 | padding: 0 0.25rem;
404 | background-color: #fff;
405 | color: var(--primary-color);
406 | font-size: 0.875rem;
407 | transition: all 0.2s ease-in-out;
408 | font-weight: bold;
409 | }
410 | .logout-btn .btn {
411 | padding: 0;
412 | font-size: inherit;
413 | font-weight: bold;
414 | border-radius: 0;
415 | background-color: transparent;
416 | align-items: center;
417 | height: 100%;
418 | }
419 |
420 | .logout-btn .btn:hover {
421 | background-color: transparent;
422 | color: #000;
423 | }
424 |
425 | .category-bubbles {
426 | display: flex;
427 | flex-wrap: wrap;
428 | gap: 10px;
429 | }
430 |
431 | .category-bubbles input[type="radio"] {
432 | display: none;
433 | }
434 |
435 | .category-bubbles label {
436 | display: inline-block;
437 | padding: 10px 20px;
438 | background-color: #f0f0f0;
439 | border: 2px solid #d0d0d0;
440 | border-radius: 25px;
441 | cursor: pointer;
442 | transition: all 0.3s ease;
443 | font-size: 14px;
444 | box-shadow: 0 2px 5px rgba(0, 0, 0, 0.1);
445 | }
446 |
447 | .category-bubbles label:hover {
448 | background-color: #e0e0e0;
449 | transform: translateY(-2px);
450 | box-shadow: 0 4px 8px rgba(0, 0, 0, 0.15);
451 | }
452 |
453 | .category-bubbles input[type="radio"]:checked + label {
454 | background-color: #007bff;
455 | border-color: #0056b3;
456 | color: white;
457 | }
458 |
459 | .category-bubbles input[type="radio"]:checked + label:hover {
460 | background-color: #0056b3;
461 | }
462 |
463 |
464 | .alert-container {
465 | position: fixed;
466 | top: 50%;
467 | left: 50%;
468 | transform: translate(-50%, -50%);
469 | z-index: 1050;
470 | transition: opacity 0.5s ease-in-out;
471 | opacity: 0;
472 | pointer-events: none;
473 | }
474 |
475 |
476 | .alert {
477 | backdrop-filter: blur(5px);
478 | border-radius: 8px;
479 | margin: 0;
480 | width: 600px;
481 | height: 150px;
482 | display: flex;
483 | justify-content: center;
484 | align-items: center;
485 | text-align: center;
486 | pointer-events: auto;
487 | }
488 |
489 |
--------------------------------------------------------------------------------
8 |
15 |
16 |
17 |
9 |
11 | Total Budget: {{ budget_total }}
10 |
12 |
14 | Total Expenses: {{ expenses_total }}
13 |
18 |
32 |
33 |
34 |
19 |
20 |
30 |
31 |
35 |
41 |
36 |
40 |
37 |
38 |
39 |