├── .gitignore ├── AUTHORS.txt ├── CHANGELOG.txt ├── LICENSE.txt ├── README.rst ├── budget-sample-templates ├── media │ ├── css │ │ ├── basic.css │ │ ├── ie6.css │ │ ├── print.css │ │ └── ui.datepicker.css │ ├── img │ │ └── calendar.gif │ └── js │ │ ├── basic.js │ │ ├── jquery-1.2.6.js │ │ └── ui.datepicker.js └── templates │ ├── base.html │ └── budget │ ├── budgets │ ├── add.html │ ├── delete.html │ ├── edit.html │ ├── list.html │ └── show.html │ ├── categories │ ├── add.html │ ├── delete.html │ ├── edit.html │ └── list.html │ ├── dashboard.html │ ├── estimates │ ├── add.html │ ├── delete.html │ ├── edit.html │ └── list.html │ ├── pagination.html │ ├── setup.html │ ├── summaries │ ├── summary_list.html │ ├── summary_month.html │ └── summary_year.html │ └── transactions │ ├── add.html │ ├── delete.html │ ├── edit.html │ └── list.html ├── budget ├── __init__.py ├── admin.py ├── categories │ ├── __init__.py │ ├── admin.py │ ├── fixtures │ │ └── categories_testdata.yaml │ ├── forms.py │ ├── models.py │ ├── tests.py │ ├── urls.py │ └── views.py ├── forms.py ├── locale │ └── es │ │ └── LC_MESSAGES │ │ ├── django.mo │ │ └── django.po ├── models.py ├── templatetags │ ├── __init__.py │ └── budget.py ├── tests.py ├── transactions │ ├── __init__.py │ ├── admin.py │ ├── forms.py │ ├── models.py │ ├── tests.py │ ├── urls.py │ └── views.py ├── urls.py └── views.py └── docs └── budget.txt /.gitignore: -------------------------------------------------------------------------------- 1 | .DS_Store 2 | *.pyc 3 | -------------------------------------------------------------------------------- /AUTHORS.txt: -------------------------------------------------------------------------------- 1 | Primary author: 2 | 3 | * Daniel Lindsley 4 | 5 | Contributors: 6 | 7 | * Brad Pitcher (brad) for a patch involving deleted estimates. 8 | -------------------------------------------------------------------------------- /CHANGELOG.txt: -------------------------------------------------------------------------------- 1 | v1.0.3 2 | ====== 3 | 4 | * Fixed the ``Budget`` model to exclude deleted estimates. 5 | 6 | 7 | v1.0.2 8 | ====== 9 | 10 | * Corrected end_date in the dashboard view. 11 | * Corrected end_date in the summary_month view. 12 | 13 | 14 | v1.0.1 15 | ====== 16 | 17 | * Added much needed default timestamp to "updated" field. 18 | 19 | 20 | v1.0 21 | ==== 22 | 23 | * Initial release. -------------------------------------------------------------------------------- /LICENSE.txt: -------------------------------------------------------------------------------- 1 | Copyright (c) 2008-2010, Daniel Lindsley 2 | 3 | Permission is hereby granted, free of charge, to any person obtaining a copy 4 | of this software and associated documentation files (the "Software"), to deal 5 | in the Software without restriction, including without limitation the rights 6 | to use, copy, modify, merge, publish, distribute, sublicense, and/or sell 7 | copies of the Software, and to permit persons to whom the Software is 8 | furnished to do so, subject to the following conditions: 9 | 10 | The above copyright notice and this permission notice shall be included in 11 | all copies or substantial portions of the Software. 12 | 13 | THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR 14 | IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, 15 | FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE 16 | AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER 17 | LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, 18 | OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN 19 | THE SOFTWARE. -------------------------------------------------------------------------------- /README.rst: -------------------------------------------------------------------------------- 1 | ============= 2 | django-budget 3 | ============= 4 | 5 | ``django-budget`` is a simple budgeting application for use with Django. It is 6 | designed to manage personal finances. We used it to replace a complicated Excel 7 | spreadsheet that didn't retain all the details we wanted. 8 | 9 | It was implemented in Django based on familiarity, quick time to implement and 10 | the premise that it could be accessible everywhere. In practice, we run this 11 | locally (NOT on a publicly accessible website). 12 | 13 | 14 | A Note About Security 15 | ===================== 16 | 17 | It is recommended that anyone using this application add further security by 18 | either protecting the whole app with HTTP Auth, wrap the views with the 19 | ``login_required`` decorator, run it on a local machine or implement similar 20 | protections. This application is for your use and makes no assumptions about 21 | how viewable the data is to other people. 22 | 23 | 24 | Requirements 25 | ============ 26 | 27 | ``django-budget`` requires: 28 | 29 | * Python 2.3+ 30 | * Django 1.0+ 31 | 32 | 33 | Installation 34 | ============ 35 | 36 | * Either copy/symlink the budget app into your project or place it somewhere on 37 | your ``PYTHONPATH``. 38 | * Add the ``budget.categories``, ``budget.transactions`` and ``budget`` apps to 39 | your ``INSTALLED_APPS``. 40 | * Run ``./manage.py syncdb``. 41 | * Add ``(r'^budget/', include('budgetproject.budget.urls')),`` to your 42 | ``urls.py``. 43 | 44 | 45 | About The Templates/Media 46 | ========================= 47 | 48 | The templates provided are for reference only and ARE NOT SUPPORTED! Please do 49 | not submit bugs or feature requests for them. You will likely have to create 50 | your own templates or at least heavily modify these templates to adapt them to 51 | your own uses. Everything within the templates is either original or MIT 52 | licensed. -------------------------------------------------------------------------------- /budget-sample-templates/media/css/basic.css: -------------------------------------------------------------------------------- 1 | * { 2 | margin: 0; 3 | padding: 0; 4 | } 5 | 6 | body { 7 | background-color: #BBDDFF; 8 | color: #333333; 9 | font-family: Helvetica, Verdana, Arial; 10 | font-size: 14px; 11 | line-height: 18px; 12 | text-align: center; 13 | } 14 | 15 | h1, h2, h3, h4, h5, h6 { 16 | margin-bottom: 10px; 17 | } 18 | 19 | p { 20 | margin-bottom: 10px; 21 | } 22 | 23 | a, a:visited, a:hover { 24 | color: #0000FF; 25 | } 26 | 27 | img { 28 | border-width: 0px; 29 | } 30 | 31 | ul li, ol li, dl dd { 32 | margin-left: 20px; 33 | } 34 | 35 | table { 36 | border-collapse: collapse; 37 | margin-bottom: 10px; 38 | } 39 | 40 | table tr th, 41 | table tr td { 42 | text-align: left; 43 | vertical-align: top; 44 | } 45 | 46 | label { 47 | margin-right: 10px; 48 | } 49 | 50 | input, select, textarea { 51 | margin-bottom: 5px; 52 | } 53 | 54 | 55 | 56 | #page_wrapper { 57 | background-color: #FFFFFF; 58 | margin-bottom: 10px; 59 | margin-left: auto; 60 | margin-right: auto; 61 | margin-top: 10px; 62 | text-align: left; 63 | width: 760px; 64 | } 65 | 66 | #page_header { 67 | background-color: #BBDDFF; 68 | padding: 10px; 69 | text-align: center; 70 | } 71 | 72 | #page_navigation { 73 | background-color: #BBDDFF; 74 | height: 26px; 75 | } 76 | 77 | #page_navigation ul { 78 | list-style: none; 79 | } 80 | 81 | #page_navigation ul li { 82 | background-color: #E0E0E0; 83 | float: left; 84 | margin-left: 0px; 85 | margin-right: 5px; 86 | } 87 | 88 | #page_navigation ul li a, 89 | #page_navigation ul li a:visited, 90 | #page_navigation ul li a:hover { 91 | color: #333333; 92 | display: block; 93 | font-weight: bold; 94 | padding: 4px; 95 | text-decoration: none; 96 | } 97 | 98 | #page_navigation ul li a.active { 99 | background-color: #FFFFFF; 100 | } 101 | 102 | #page_content { 103 | clear: both; 104 | padding: 10px; 105 | } 106 | 107 | #content { 108 | margin: 10px; 109 | } 110 | 111 | #page_footer { 112 | clear: both; 113 | text-align: center; 114 | } 115 | 116 | #latest_expenses { 117 | float: left; 118 | width: 45%; 119 | margin-right: 10px; 120 | margin-top: 10px; 121 | } 122 | 123 | #latest_incomes { 124 | float: left; 125 | width: 45%; 126 | margin-top: 10px; 127 | } 128 | 129 | #budget_progress_bar { 130 | clear: both; 131 | padding-top: 10px; 132 | text-align: center; 133 | } 134 | 135 | #progress_wrapper { 136 | border: solid 1px #333333; 137 | height: 20px; 138 | overflow: hidden; 139 | text-align: left; 140 | } 141 | 142 | #progress_bar { 143 | height: 100%; 144 | } 145 | 146 | #progress_bar.green { 147 | background-color: #88FF88; 148 | } 149 | 150 | #progress_bar.yellow { 151 | background-color: #FFFF88; 152 | } 153 | 154 | #progress_bar.red { 155 | background-color: #FF8888; 156 | } 157 | 158 | .report_table { 159 | width: 100%; 160 | } 161 | 162 | .report_table thead { 163 | border-bottom: solid 1px #333333; 164 | } 165 | 166 | .report_table .numeric { 167 | text-align: right; 168 | width: 25%; 169 | } 170 | 171 | .report_table .even { 172 | background-color: #EEEEEE; 173 | border-bottom: solid 1px #E0E0E0; 174 | border-top: solid 1px #E0E0E0; 175 | } 176 | 177 | .report_table td span.green { 178 | color: inherit; 179 | } 180 | 181 | .report_table td span.yellow { 182 | color: #AAAA00; 183 | } 184 | 185 | .report_table td span.red { 186 | color: #CC3333; 187 | } 188 | 189 | .report_table tfoot { 190 | border-top: solid 1px #333333; 191 | } 192 | 193 | .form_table { 194 | margin-top: 10px; 195 | } 196 | 197 | .deletion { 198 | margin-top: 15px; 199 | } 200 | 201 | .previous_next_wrapper { 202 | height: 20px; 203 | padding-top: 10px; 204 | } 205 | 206 | .previous, 207 | .next { 208 | float: left; 209 | margin-right: 5px; 210 | } 211 | 212 | .previous a, 213 | .previous span, 214 | .next a, 215 | .next span { 216 | background-color: #EEEEEE; 217 | border: solid 1px #E0E0E0; 218 | display: block; 219 | padding: 5px; 220 | text-decoration: none; 221 | } 222 | 223 | .previous a:hover, 224 | .next a:hover { 225 | background-color: #DDDDFF; 226 | border: solid 1px #0000FF; 227 | } 228 | 229 | #id_start_date_1 { 230 | /* Cheap trick to make the DatePicker look correct. */ 231 | display: block; 232 | } 233 | 234 | .hide_show_button, 235 | .hide_show_button:visited { 236 | color: #888888; 237 | text-decoration: none; 238 | } 239 | 240 | .transaction_table { 241 | display: none; 242 | margin: 0px 0px 0px 20px; 243 | width: 100%; 244 | } 245 | 246 | .transaction_table tbody tr td { 247 | color: #888888; 248 | width: 20%; 249 | } 250 | 251 | .transaction_table tbody tr td.wide { 252 | width: 60%; 253 | } -------------------------------------------------------------------------------- /budget-sample-templates/media/css/ie6.css: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/toastdriven/django-budget/2f0547ae2d7786b5b832083fa7ecd5f6db3d74c1/budget-sample-templates/media/css/ie6.css -------------------------------------------------------------------------------- /budget-sample-templates/media/css/print.css: -------------------------------------------------------------------------------- 1 | * { 2 | margin: 0; 3 | padding: 0; 4 | } 5 | 6 | body { 7 | background-color: #FFFFFF; 8 | font-family: Helvetica, Verdana, Arial; 9 | font-size: 14px; 10 | line-height: 18px; 11 | } 12 | 13 | h1, h2, h3, h4, h5, h6 { 14 | margin-bottom: 10px; 15 | } 16 | 17 | p { 18 | margin-bottom: 10px; 19 | } 20 | 21 | a, a:visited, a:hover { 22 | color: #0000FF; 23 | } 24 | 25 | img { 26 | border-width: 0px; 27 | } 28 | 29 | ul li, ol li, dl dd { 30 | margin-left: 20px; 31 | } 32 | 33 | table { 34 | border-collapse: collapse; 35 | margin-bottom: 10px; 36 | } 37 | 38 | table tr th, 39 | table tr td { 40 | text-align: left; 41 | vertical-align: top; 42 | } 43 | 44 | label { 45 | margin-right: 10px; 46 | } 47 | 48 | input, select, textarea { 49 | margin-bottom: 5px; 50 | } 51 | 52 | 53 | 54 | #page_wrapper { 55 | width: 760px; 56 | } 57 | 58 | #page_header { 59 | text-align: center; 60 | } 61 | 62 | #page_navigation { 63 | display: none; 64 | } 65 | 66 | #page_content { 67 | padding: 10px; 68 | } 69 | 70 | #content { 71 | margin: 10px; 72 | } 73 | 74 | #page_footer { 75 | clear: both; 76 | text-align: center; 77 | } 78 | 79 | .report_table { 80 | width: 100%; 81 | } 82 | 83 | .report_table thead { 84 | border-bottom: solid 1px #333333; 85 | } 86 | 87 | .report_table .numeric { 88 | text-align: right; 89 | width: 25%; 90 | } 91 | 92 | .report_table .even { 93 | background-color: #EEEEEE; 94 | border-bottom: solid 1px #E0E0E0; 95 | border-top: solid 1px #E0E0E0; 96 | } 97 | 98 | .report_table tfoot { 99 | border-top: solid 1px #333333; 100 | } 101 | 102 | .form_table { 103 | margin-top: 10px; 104 | } 105 | 106 | .previous_next_wrapper { 107 | display: none; 108 | } -------------------------------------------------------------------------------- /budget-sample-templates/media/css/ui.datepicker.css: -------------------------------------------------------------------------------- 1 | /* Main Style Sheet for jQuery UI date picker */ 2 | #ui-datepicker-div, .ui-datepicker-inline { 3 | font-family: Arial, Helvetica, sans-serif; 4 | font-size: 14px; 5 | padding: 0; 6 | margin: 0; 7 | background: #ddd; 8 | width: 185px; 9 | } 10 | #ui-datepicker-div { 11 | display: none; 12 | border: 1px solid #777; 13 | z-index: 100; /*must have*/ 14 | } 15 | .ui-datepicker-inline { 16 | float: left; 17 | display: block; 18 | border: 0; 19 | } 20 | .ui-datepicker-rtl { 21 | direction: rtl; 22 | } 23 | .ui-datepicker-dialog { 24 | padding: 5px !important; 25 | border: 4px ridge #ddd !important; 26 | } 27 | .ui-datepicker-disabled { 28 | position: absolute; 29 | z-index: 100; 30 | background-color: white; 31 | opacity: 0.5; 32 | } 33 | button.ui-datepicker-trigger { 34 | width: 25px; 35 | } 36 | img.ui-datepicker-trigger { 37 | margin: 2px; 38 | vertical-align: middle; 39 | } 40 | .ui-datepicker-prompt { 41 | float: left; 42 | padding: 2px; 43 | background: #ddd; 44 | color: #000; 45 | } 46 | * html .ui-datepicker-prompt { 47 | width: 185px; 48 | } 49 | .ui-datepicker-control, .ui-datepicker-links, .ui-datepicker-header, .ui-datepicker { 50 | clear: both; 51 | float: left; 52 | width: 100%; 53 | color: #fff; 54 | } 55 | .ui-datepicker-control { 56 | background: #400; 57 | padding: 2px 0px; 58 | } 59 | .ui-datepicker-links { 60 | background: #000; 61 | padding: 2px 0px; 62 | } 63 | .ui-datepicker-control, .ui-datepicker-links { 64 | font-weight: bold; 65 | font-size: 80%; 66 | } 67 | .ui-datepicker-links label { /* disabled links */ 68 | padding: 2px 5px; 69 | color: #888; 70 | } 71 | .ui-datepicker-clear, .ui-datepicker-prev { 72 | float: left; 73 | width: 34%; 74 | } 75 | .ui-datepicker-rtl .ui-datepicker-clear, .ui-datepicker-rtl .ui-datepicker-prev { 76 | float: right; 77 | text-align: right; 78 | } 79 | .ui-datepicker-current { 80 | float: left; 81 | width: 30%; 82 | text-align: center; 83 | } 84 | .ui-datepicker-close, .ui-datepicker-next { 85 | float: right; 86 | width: 34%; 87 | text-align: right; 88 | } 89 | .ui-datepicker-rtl .ui-datepicker-close, .ui-datepicker-rtl .ui-datepicker-next { 90 | float: left; 91 | text-align: left; 92 | } 93 | .ui-datepicker-header { 94 | padding: 1px 0 3px; 95 | background: #333; 96 | text-align: center; 97 | font-weight: bold; 98 | height: 1.3em; 99 | } 100 | .ui-datepicker-header select { 101 | background: #333; 102 | color: #fff; 103 | border: 0px; 104 | font-weight: bold; 105 | } 106 | .ui-datepicker { 107 | background: #ccc; 108 | text-align: center; 109 | font-size: 100%; 110 | } 111 | .ui-datepicker a { 112 | display: block; 113 | width: 100%; 114 | } 115 | .ui-datepicker-title-row { 116 | background: #777; 117 | } 118 | .ui-datepicker-days-row { 119 | background: #eee; 120 | color: #666; 121 | } 122 | .ui-datepicker-week-col { 123 | background: #777; 124 | color: #fff; 125 | } 126 | .ui-datepicker-days-cell { 127 | color: #000; 128 | border: 1px solid #ddd; 129 | } 130 | .ui-datepicker-days-cell a{ 131 | display: block; 132 | } 133 | .ui-datepicker-week-end-cell { 134 | background: #ddd; 135 | } 136 | .ui-datepicker-title-row .ui-datepicker-week-end-cell { 137 | background: #777; 138 | } 139 | .ui-datepicker-days-cell-over { 140 | background: #fff; 141 | border: 1px solid #777; 142 | } 143 | .ui-datepicker-unselectable { 144 | color: #888; 145 | } 146 | .ui-datepicker-today { 147 | background: #fcc !important; 148 | } 149 | .ui-datepicker-current-day { 150 | background: #999 !important; 151 | } 152 | .ui-datepicker-status { 153 | background: #ddd; 154 | width: 100%; 155 | font-size: 80%; 156 | text-align: center; 157 | } 158 | 159 | /* ________ Datepicker Links _______ 160 | 161 | ** Reset link properties and then override them with !important */ 162 | #ui-datepicker-div a, .ui-datepicker-inline a { 163 | cursor: pointer; 164 | margin: 0; 165 | padding: 0; 166 | background: none; 167 | color: #000; 168 | } 169 | .ui-datepicker-inline .ui-datepicker-links a { 170 | padding: 0 5px !important; 171 | } 172 | .ui-datepicker-control a, .ui-datepicker-links a { 173 | padding: 2px 5px !important; 174 | color: #eee !important; 175 | } 176 | .ui-datepicker-title-row a { 177 | color: #eee !important; 178 | } 179 | .ui-datepicker-control a:hover { 180 | background: #fdd !important; 181 | color: #333 !important; 182 | } 183 | .ui-datepicker-links a:hover, .ui-datepicker-title-row a:hover { 184 | background: #ddd !important; 185 | color: #333 !important; 186 | } 187 | 188 | /* ___________ MULTIPLE MONTHS _________*/ 189 | 190 | .ui-datepicker-multi .ui-datepicker { 191 | border: 1px solid #777; 192 | } 193 | .ui-datepicker-one-month { 194 | float: left; 195 | width: 185px; 196 | } 197 | .ui-datepicker-new-row { 198 | clear: left; 199 | } 200 | 201 | /* ___________ IE6 IFRAME FIX ________ */ 202 | 203 | .ui-datepicker-cover { 204 | display: none; /*sorry for IE5*/ 205 | display/**/: block; /*sorry for IE5*/ 206 | position: absolute; /*must have*/ 207 | z-index: -1; /*must have*/ 208 | filter: mask(); /*must have*/ 209 | top: -4px; /*must have*/ 210 | left: -4px; /*must have*/ 211 | width: 200px; /*must have*/ 212 | height: 200px; /*must have*/ 213 | } 214 | -------------------------------------------------------------------------------- /budget-sample-templates/media/img/calendar.gif: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/toastdriven/django-budget/2f0547ae2d7786b5b832083fa7ecd5f6db3d74c1/budget-sample-templates/media/img/calendar.gif -------------------------------------------------------------------------------- /budget-sample-templates/media/js/basic.js: -------------------------------------------------------------------------------- 1 | var Basic = { 2 | setup: function() { 3 | Basic.highlight_current_tab(); 4 | Basic.setup_datepickers(); 5 | Basic.setup_hide_show_buttons(); 6 | }, 7 | 8 | highlight_current_tab: function() { 9 | var current_location = window.location.pathname; 10 | 11 | if(current_location.match(/summary/)) { 12 | $('#page_navigation ul li a[href*=summary]').addClass('active'); 13 | } 14 | else if(current_location.match(/category/) || current_location.match(/budget\/budget/) || current_location.match(/setup/)) { 15 | $('#page_navigation ul li a[href*=setup]').addClass('active'); 16 | } 17 | else if(current_location.match(/transaction/)) { 18 | $('#page_navigation ul li a[href*=transaction]').addClass('active'); 19 | } 20 | else { 21 | // Dashboard special case. 22 | $('#page_navigation ul li:first a').addClass('active'); 23 | } 24 | }, 25 | 26 | setup_datepickers: function() { 27 | $("input[type=text]#id_date").datepicker({ 28 | dateFormat: $.datepicker.ISO_8601, 29 | showOn: "both", 30 | buttonImage: "/img/calendar.gif", 31 | buttonImageOnly: true 32 | }); 33 | 34 | $("input[type=text]#id_start_date_0").datepicker({ 35 | dateFormat: $.datepicker.ISO_8601, 36 | showOn: "both", 37 | buttonImage: "/img/calendar.gif", 38 | buttonImageOnly: true 39 | }); 40 | }, 41 | 42 | setup_hide_show_buttons: function() { 43 | $('.hide_show_button').click(function() { 44 | if($(this).text() == "[+]") { 45 | $(this).text("[-]"); 46 | } 47 | else { 48 | $(this).text("[+]"); 49 | } 50 | 51 | var hide_show_id = $(this).attr('id') 52 | var relevant_transactions_id = hide_show_id.replace('id_hide_show', 'id_hidden_transaction_list'); 53 | $('#' + relevant_transactions_id).toggle(); 54 | return false; 55 | }) 56 | } 57 | } 58 | 59 | $(document).ready(Basic.setup); -------------------------------------------------------------------------------- /budget-sample-templates/media/js/jquery-1.2.6.js: -------------------------------------------------------------------------------- 1 | /* 2 | * jQuery 1.2.6 - New Wave Javascript 3 | * 4 | * Copyright (c) 2008 John Resig (jquery.com) 5 | * Dual licensed under the MIT (MIT-LICENSE.txt) 6 | * and GPL (GPL-LICENSE.txt) licenses. 7 | * 8 | * $Date: 2008-05-24 14:22:17 -0400 (Sat, 24 May 2008) $ 9 | * $Rev: 5685 $ 10 | */ 11 | (function(){var _jQuery=window.jQuery,_$=window.$;var jQuery=window.jQuery=window.$=function(selector,context){return new jQuery.fn.init(selector,context);};var quickExpr=/^[^<]*(<(.|\s)+>)[^>]*$|^#(\w+)$/,isSimple=/^.[^:#\[\.]*$/,undefined;jQuery.fn=jQuery.prototype={init:function(selector,context){selector=selector||document;if(selector.nodeType){this[0]=selector;this.length=1;return this;}if(typeof selector=="string"){var match=quickExpr.exec(selector);if(match&&(match[1]||!context)){if(match[1])selector=jQuery.clean([match[1]],context);else{var 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method='scroll'+name;jQuery.fn[method]=function(val){if(!this[0])return;return val!=undefined?this.each(function(){this==window||this==document?window.scrollTo(!i?val:jQuery(window).scrollLeft(),i?val:jQuery(window).scrollTop()):this[method]=val;}):this[0]==window||this[0]==document?self[i?'pageYOffset':'pageXOffset']||jQuery.boxModel&&document.documentElement[method]||document.body[method]:this[0][method];};});jQuery.each(["Height","Width"],function(i,name){var tl=i?"Left":"Top",br=i?"Right":"Bottom";jQuery.fn["inner"+name]=function(){return this[name.toLowerCase()]()+num(this,"padding"+tl)+num(this,"padding"+br);};jQuery.fn["outer"+name]=function(margin){return this["inner"+name]()+num(this,"border"+tl+"Width")+num(this,"border"+br+"Width")+(margin?num(this,"margin"+tl)+num(this,"margin"+br):0);};});})(); -------------------------------------------------------------------------------- /budget-sample-templates/templates/base.html: -------------------------------------------------------------------------------- 1 | 2 | 3 | 4 | 5 | {% block page_title %}{% endblock %} 6 | 7 | 8 | 9 | 12 | 13 | 14 | 15 | 16 | 17 | 18 |
19 |
20 |

Personal Budget

21 |
22 | 23 |
24 | 30 |
31 | 32 |
33 |
34 | {% block content %} 35 |

You really shouldn't see this.

36 | {% endblock %} 37 |
38 |
39 | 40 |
41 | 42 |
43 |
44 | 45 | 46 | -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/budgets/add.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Add A Budget{% endblock %} 4 | 5 | {% block content %} 6 |

Add A Budget

7 | 8 |
9 | 10 | {{ form.as_table }} 11 | 12 | 13 | 18 | 19 |
  14 | 15 | or 16 | Cancel 17 |
20 |
21 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/budgets/delete.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Delete Budget{% endblock %} 4 | 5 | {% block content %} 6 |

Delete Budget

7 | 8 |

Are you sure you want to delete "{{ budget }}"?

9 | 10 |
11 | 12 | 13 | 18 | 19 |
14 | 15 | or 16 | 17 |
20 |
21 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/budgets/edit.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Edit Budget{% endblock %} 4 | 5 | {% block content %} 6 |

Edit Budget

7 | 8 |
9 | 10 | {{ form.as_table }} 11 | 12 | 13 | 18 | 19 |
  14 | 15 | or 16 | Cancel 17 |
20 |
21 | 22 |

23 | You can also 24 | delete 25 | this budget. 26 |

27 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/budgets/list.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Budget List{% endblock %} 4 | 5 | {% block content %} 6 |

Budget List

7 | 8 |

9 | Add A Budget 10 |

11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | {% if budgets %} 23 | {% for budget in budgets %} 24 | 25 | 26 | 27 | 28 | 29 | {% endfor %} 30 | {% else %} 31 | 32 | 33 | 34 | {% endif %} 35 | 36 |
Budget  
{{ budget.name }}View/Add EstimatesEdit Budget
No budgets found.
37 | 38 | {% include 'budget/pagination.html' %} 39 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/budgets/show.html: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/toastdriven/django-budget/2f0547ae2d7786b5b832083fa7ecd5f6db3d74c1/budget-sample-templates/templates/budget/budgets/show.html -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/categories/add.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Add A Category{% endblock %} 4 | 5 | {% block content %} 6 |

Add A Category

7 | 8 |
9 | 10 | {{ form.as_table }} 11 | 12 | 13 | 18 | 19 |
  14 | 15 | or 16 | Cancel 17 |
20 |
21 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/categories/delete.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Delete Category{% endblock %} 4 | 5 | {% block content %} 6 |

Delete Category

7 | 8 |

Are you sure you want to delete "{{ category }}"?

9 | 10 |
11 | 12 | 13 | 18 | 19 |
14 | 15 | or 16 | 17 |
20 |
21 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/categories/edit.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Edit Category{% endblock %} 4 | 5 | {% block content %} 6 |

Edit Category

7 | 8 |
9 | 10 | {{ form.as_table }} 11 | 12 | 13 | 18 | 19 |
  14 | 15 | or 16 | Cancel 17 |
20 |
21 | 22 |

23 | You can also 24 | delete 25 | this category. 26 |

27 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/categories/list.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Category List{% endblock %} 4 | 5 | {% block content %} 6 |

Category List

7 | 8 |

9 | Add A Category 10 |

11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | {% if categories %} 20 | {% for category in categories %} 21 | 22 | 23 | 24 | {% endfor %} 25 | {% else %} 26 | 27 | 28 | 29 | {% endif %} 30 | 31 |
Name
{{ category.name }}
No categories found.
32 | 33 | {% include 'budget/pagination.html' %} 34 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/dashboard.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | {% load budget %} 3 | 4 | {% block page_title %}Dashboard{% endblock %} 5 | 6 | {% block content %} 7 |

Dashboard

8 | 9 |
10 |

Latest Expenses

11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | {% if latest_expenses %} 22 | {% for expense in latest_expenses %} 23 | 24 | 27 | 28 | 29 | 30 | {% endfor %} 31 | {% else %} 32 | 33 | 34 | 35 | {% endif %} 36 | 37 |
NotesDateAmount
25 | {{ expense.notes }} 26 | {{ expense.date|date:"m/d/Y" }}${{ expense.amount|stringformat:".02f" }}
No recent expenses found.
38 | 39 |

40 | Add A New Transaction 41 |

42 |
43 | 44 |
45 |

Latest Incomes

46 | 47 | 48 | 49 | 50 | 51 | 52 | 53 | 54 | 55 | 56 | 57 | {% if latest_incomes %} 58 | {% for income in latest_incomes %} 59 | 60 | 63 | 64 | 65 | 66 | {% endfor %} 67 | {% else %} 68 | 69 | 70 | 71 | {% endif %} 72 | 73 |
NotesDateAmount
61 | {{ income.notes }} 62 | {{ income.date|date:"m/d/Y" }}${{ income.amount|stringformat:".02f" }}
No recent incomes found.
74 | 75 |

76 | Add A New Transaction 77 |

78 |
79 | 80 |
81 |

This Month's Usage

82 | 83 |
84 |
 
85 |
86 | 87 |

88 | ${{ amount_used|stringformat:".02f" }} out of ${{ estimated_amount|stringformat:".02f" }}. 89 |

90 |
91 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/estimates/add.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Add An Estimate{% endblock %} 4 | 5 | {% block content %} 6 |

Add An Estimate

7 | 8 |
9 | 10 | {{ form.as_table }} 11 | 12 | 13 | 18 | 19 |
  14 | 15 | or 16 | Cancel 17 |
20 |
21 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/estimates/delete.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Delete Estimate{% endblock %} 4 | 5 | {% block content %} 6 |

Delete Estimate

7 | 8 |

Are you sure you want to delete "{{ estimate }}"?

9 | 10 |
11 | 12 | 13 | 18 | 19 |
14 | 15 | or 16 | 17 |
20 |
21 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/estimates/edit.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Edit Estimate{% endblock %} 4 | 5 | {% block content %} 6 |

Edit Estimate

7 | 8 |
9 | 10 | {{ form.as_table }} 11 | 12 | 13 | 18 | 19 |
  14 | 15 | or 16 | Cancel 17 |
20 |
21 | 22 |

23 | You can also 24 | delete 25 | this estimate. 26 |

27 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/estimates/list.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Estimate List For {{ budget.name }}{% endblock %} 4 | 5 | {% block content %} 6 |

7 | Estimate List For {{ budget.name }} 8 |

9 | 10 |

11 | Add An Estimate 12 |

13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | {% if estimates %} 23 | {% for estimate in estimates %} 24 | 25 | 28 | 31 | 32 | {% endfor %} 33 | {% else %} 34 | 35 | 36 | 37 | {% endif %} 38 | 39 |
CategoryAmount
26 | {{ estimate.category.name }} 27 | 29 | ${{ estimate.amount|stringformat:".02f" }} 30 |
No estimates found.
40 | 41 | {% include 'budget/pagination.html' %} 42 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/pagination.html: -------------------------------------------------------------------------------- 1 | {% if paginator.count %} 2 |
3 | 10 | 11 | 18 |
19 | {% endif %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/setup.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Setup{% endblock %} 4 | 5 | {% block content %} 6 |

Setup

7 | 8 |

9 | Before you can start using this application, we need to put together 10 | a budget. Three quick steps and you'll be ready to start using 11 | everything. You can come back to this screen at any time to make 12 | changes or add new items. 13 |

14 | 15 |

Step 1. Create Categories

16 | 17 |

18 | Before we can put together the budget, we need categories to tie 19 | the incomes/expenses you enter to the line items in your budget. 20 | Nothing more than a descriptive name is required for each category, 21 | though you may want to err on the side of being a little broad 22 | when naming the category. 23 |

24 | 25 |

26 | View/Add Categories 27 |

28 | 29 |

Step 2. Create A Budget

30 | 31 |

32 | Once you have a couple categories in place, we can create a budget. 33 | Again, not a lot of information is needed here, just a name and when 34 | you'd like the budget to start being used. This application always 35 | tries to use the most recent budget for whatever date is chosen. 36 |

37 | 38 |

39 | View/Add Budgets 40 |

41 | 42 |

Step 3. Create Budget Estimates

43 | 44 |

45 | The last step is to create the line items that make up a budget. To do 46 | this, we'll tie together the budget the estimate applies to, the 47 | category it covers and how much you'd like to allocate to that type of 48 | expense per month. 49 |

50 | 51 |

52 | To view/add estimates, go into the Budget list and click the 53 | "View/Add Estimates" link on the budget you'd like to work with. 54 |

55 | 56 |

57 | View/Add Estimates Within A Budget 58 |

59 | 60 |

Step 4. All Set!

61 | 62 |

63 | You can now use the rest of the application. You'll probably want to 64 | start with the "Transactions" area to add some incomes/expenses, then 65 | go to the "Dashboard" for an overview or "Summaries" for more detail. 66 |

67 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/summaries/summary_list.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Summaries{% endblock %} 4 | 5 | {% block content %} 6 |

Summaries

7 | 8 | {% if dates %} 9 |
10 | {% for date in dates %} 11 | {% ifchanged date.year %}
{{ date.year }}
{% endifchanged %} 12 |
13 | {{ date|date:"F" }} 14 |
15 | {% endfor %} 16 |
17 | {% else %} 18 |

19 | It looks like there haven't been any transactions, so there's 20 | nothing to show here. 21 |

22 | {% endif %} 23 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/summaries/summary_month.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | {% load budget %} 3 | 4 | {% block page_title %}Month Summary For {{ start_date|date:"F Y" }}{% endblock %} 5 | 6 | {% block content %} 7 |

Month Summary For {{ start_date|date:"F Y" }}

8 | 9 |

{{ budget.name }}

10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | {% if estimates_and_transactions %} 21 | {% for eat_group in estimates_and_transactions %} 22 | 23 | 44 | 45 | 48 | 49 | {% endfor %} 50 | {% else %} 51 | 52 | 53 | 54 | {% endif %} 55 | 56 | 57 | 58 | 59 | 60 | 61 | 62 | 63 | 66 | 67 | 70 | 71 | 72 |
CategoryEstimated TotalActual Total
24 | {{ eat_group.estimate.category.name }} 25 | 26 | {% if eat_group.transactions %} 27 | [+] 28 | 29 | 30 | 31 | {% for trans in eat_group.transactions %} 32 | 33 | 34 | 35 | 38 | 39 | {% endfor %} 40 | 41 |
{{ trans.notes }}{{ trans.date|date:"m/d/Y" }} 36 | ${{ trans.amount|stringformat:".02f" }} 37 |
42 | {% endif %} 43 | 		${{ eat_group.estimate.amount|stringformat:".02f" }} 46 | ${{ eat_group.actual_amount|stringformat:".02f" }} 47 |
No data to show.
   
64 | Total: 65 | ${{ budget.monthly_estimated_total|stringformat:".02f" }} 68 | ${{ actual_total|stringformat:".02f" }} 69 |
73 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/summaries/summary_year.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | {% load budget %} 3 | 4 | {% block page_title %}Year Summary For {{ start_date|date:"Y" }}{% endblock %} 5 | 6 | {% block content %} 7 |

Year Summary For {{ start_date|date:"Y" }}

8 | 9 |

{{ budget.name }}

10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | {% if estimates_and_transactions %} 21 | {% for eat_group in estimates_and_transactions %} 22 | 23 | 44 | 45 | 48 | 49 | {% endfor %} 50 | {% else %} 51 | 52 | 53 | 54 | {% endif %} 55 | 56 | 57 | 58 | 59 | 60 | 61 | 62 | 63 | 66 | 67 | 70 | 71 | 72 |
CategoryEstimated TotalActual Total
24 | {{ eat_group.estimate.category.name }} 25 | 26 | {% if eat_group.transactions %} 27 | [+] 28 | 29 | 30 | 31 | {% for trans in eat_group.transactions %} 32 | 33 | 34 | 35 | 38 | 39 | {% endfor %} 40 | 41 |
{{ trans.notes }}{{ trans.date|date:"m/d/Y" }} 36 | ${{ trans.amount|stringformat:".02f" }} 37 |
42 | {% endif %} 43 | 		${{ eat_group.estimate.yearly_estimated_amount|stringformat:".02f" }} 46 | ${{ eat_group.actual_amount|stringformat:".02f" }} 47 |
No data to show.
   
64 | Total: 65 | ${{ budget.yearly_estimated_total|stringformat:".02f" }} 68 | ${{ actual_total|stringformat:".02f" }} 69 |
73 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/transactions/add.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Add A Transaction{% endblock %} 4 | 5 | {% block content %} 6 |

Add A Transaction

7 | 8 |
9 | 10 | {{ form.as_table }} 11 | 12 | 13 | 18 | 19 |
  14 | 15 | or 16 | Cancel 17 |
20 |
21 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/transactions/delete.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Delete Transaction{% endblock %} 4 | 5 | {% block content %} 6 |

Delete Transaction

7 | 8 |

Are you sure you want to delete "{{ transaction }}"?

9 | 10 |
11 | 12 | 13 | 18 | 19 |
14 | 15 | or 16 | 17 |
20 |
21 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/transactions/edit.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Edit Transaction{% endblock %} 4 | 5 | {% block content %} 6 |

Edit Transaction

7 | 8 |
9 | 10 | {{ form.as_table }} 11 | 12 | 13 | 18 | 19 |
  14 | 15 | or 16 | Cancel 17 |
20 |
21 | 22 |

23 | You can also 24 | delete 25 | this transaction. 26 |

27 | {% endblock %} -------------------------------------------------------------------------------- /budget-sample-templates/templates/budget/transactions/list.html: -------------------------------------------------------------------------------- 1 | {% extends 'base.html' %} 2 | 3 | {% block page_title %}Transaction List{% endblock %} 4 | 5 | {% block content %} 6 |

Transaction List

7 | 8 |

9 | Add A Transaction 10 |

11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | {% if transactions %} 24 | {% for transaction in transactions %} 25 | 26 | 27 | 28 | 29 | 30 | 31 | {% endfor %} 32 | {% else %} 33 | 34 | 35 | 36 | {% endif %} 37 | 38 |
NotesTypeDateAmount
{{ transaction.notes }}{{ transaction.get_transaction_type_display }}{{ transaction.date|date:"m/d/Y" }}${{ transaction.amount|stringformat:".02f" }}
No transactions found.
39 | 40 | {% include 'budget/pagination.html' %} 41 | {% endblock %} -------------------------------------------------------------------------------- /budget/__init__.py: -------------------------------------------------------------------------------- 1 | __author__ = 'Daniel Lindsley' 2 | __version__ = '1.0.3' 3 | -------------------------------------------------------------------------------- /budget/admin.py: -------------------------------------------------------------------------------- 1 | from django.contrib import admin 2 | from budget.models import Budget, BudgetEstimate 3 | 4 | 5 | class BudgetAdmin(admin.ModelAdmin): 6 | date_hierarchy = 'start_date' 7 | fieldsets = ( 8 | (None, { 9 | 'fields': ('name', 'slug', 'start_date'), 10 | }), 11 | ('Metadata', { 12 | 'classes': ('collapse',), 13 | 'fields': ('created', 'updated', 'is_deleted') 14 | }) 15 | ) 16 | list_display = ('name', 'start_date', 'is_deleted') 17 | list_filter = ('is_deleted',) 18 | prepopulated_fields = { 19 | 'slug': ('name',), 20 | } 21 | search_fields = ('name',) 22 | 23 | 24 | class BudgetEstimateAdmin(admin.ModelAdmin): 25 | fieldsets = ( 26 | (None, { 27 | 'fields': ('budget', 'category', 'amount'), 28 | }), 29 | ('Metadata', { 30 | 'classes': ('collapse',), 31 | 'fields': ('created', 'updated', 'is_deleted') 32 | }) 33 | ) 34 | list_display = ('category', 'budget', 'amount', 'is_deleted') 35 | list_filter = ('is_deleted',) 36 | 37 | 38 | admin.site.register(Budget, BudgetAdmin) 39 | admin.site.register(BudgetEstimate, BudgetEstimateAdmin) 40 | -------------------------------------------------------------------------------- /budget/categories/__init__.py: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/toastdriven/django-budget/2f0547ae2d7786b5b832083fa7ecd5f6db3d74c1/budget/categories/__init__.py -------------------------------------------------------------------------------- /budget/categories/admin.py: -------------------------------------------------------------------------------- 1 | from django.contrib import admin 2 | from budget.categories.models import Category 3 | 4 | 5 | class CategoryAdmin(admin.ModelAdmin): 6 | fieldsets = ( 7 | (None, { 8 | 'fields': ('name', 'slug'), 9 | }), 10 | ('Metadata', { 11 | 'classes': ('collapse',), 12 | 'fields': ('created', 'updated', 'is_deleted') 13 | }) 14 | ) 15 | list_display = ('name', 'is_deleted') 16 | list_filter = ('is_deleted',) 17 | prepopulated_fields = { 18 | 'slug': ('name',), 19 | } 20 | search_fields = ('name',) 21 | 22 | 23 | admin.site.register(Category, CategoryAdmin) 24 | -------------------------------------------------------------------------------- /budget/categories/fixtures/categories_testdata.yaml: -------------------------------------------------------------------------------- 1 | - model: categories.category 2 | pk: 1 3 | fields: 4 | name: Misc 5 | slug: misc 6 | created: '2008-10-15 01:00:00' 7 | updated: '2008-10-15 01:00:00' -------------------------------------------------------------------------------- /budget/categories/forms.py: -------------------------------------------------------------------------------- 1 | from django import forms 2 | from django.template.defaultfilters import slugify 3 | from budget.categories.models import Category 4 | 5 | 6 | class CategoryForm(forms.ModelForm): 7 | class Meta: 8 | model = Category 9 | fields = ('name',) 10 | 11 | def save(self): 12 | if not self.instance.slug: 13 | self.instance.slug = slugify(self.cleaned_data['name']) 14 | super(CategoryForm, self).save() 15 | -------------------------------------------------------------------------------- /budget/categories/models.py: -------------------------------------------------------------------------------- 1 | import datetime 2 | from decimal import Decimal 3 | from django.db import models 4 | from django.utils.translation import ugettext_lazy as _ 5 | 6 | 7 | class StandardMetadata(models.Model): 8 | """ 9 | A basic (abstract) model for metadata. 10 | """ 11 | created = models.DateTimeField(_('Created'), default=datetime.datetime.now) 12 | updated = models.DateTimeField(_('Updated'), default=datetime.datetime.now) 13 | is_deleted = models.BooleanField(_('Is deleted'), default=False, db_index=True) 14 | 15 | class Meta: 16 | abstract = True 17 | 18 | def save(self, *args, **kwargs): 19 | self.updated = datetime.datetime.now() 20 | super(StandardMetadata, self).save(*args, **kwargs) 21 | 22 | def delete(self): 23 | self.is_deleted = True 24 | self.save() 25 | 26 | 27 | class ActiveManager(models.Manager): 28 | def get_query_set(self): 29 | return super(ActiveManager, self).get_query_set().filter(is_deleted=False) 30 | 31 | 32 | class Category(StandardMetadata): 33 | """ 34 | Categories are the means to loosely tie together the transactions and 35 | estimates. 36 | 37 | They are used to aggregate transactions together and compare them to the 38 | appropriate budget estimate. For the reasoning behind this, the docstring 39 | on the Transaction object explains this. 40 | """ 41 | name = models.CharField(_('Name'), max_length=128) 42 | slug = models.SlugField(_('Slug'), unique=True) 43 | 44 | objects = models.Manager() 45 | active = ActiveManager() 46 | 47 | class Meta: 48 | verbose_name = _('Category') 49 | verbose_name_plural = _('Categories') 50 | 51 | def __unicode__(self): 52 | return self.name 53 | 54 | -------------------------------------------------------------------------------- /budget/categories/tests.py: -------------------------------------------------------------------------------- 1 | """ 2 | >>> from django.test import Client 3 | >>> c = Client() 4 | 5 | >>> r = c.get('/budget/category/') 6 | >>> r.status_code # /budget/category/ 7 | 200 8 | >>> r.context[-1]['categories'] 9 | [] 10 | 11 | >>> r = c.get('/budget/category/add/') 12 | >>> r.status_code # /budget/category/add/ 13 | 200 14 | >>> type(r.context[-1]['form']) 15 | 16 | 17 | >>> r = c.post('/budget/category/add/', {'name': 'Mortgage'}) 18 | >>> r.status_code # /budget/category/add/ 19 | 302 20 | >>> r['Location'] 21 | 'http://testserver/budget/category/' 22 | 23 | >>> r = c.get('/budget/category/') 24 | >>> r.status_code # /budget/category/ 25 | 200 26 | >>> r.context[-1]['categories'] 27 | [] 28 | 29 | >>> r = c.get('/budget/category/edit/mortgage/') 30 | >>> r.status_code # /budget/category/edit/mortgage/ 31 | 200 32 | >>> type(r.context[-1]['form']) 33 | 34 | >>> r.context[-1]['category'] 35 | 36 | 37 | >>> r = c.post('/budget/category/edit/mortgage/', {'name': 'First Mortgage'}) 38 | >>> r.status_code # /budget/category/edit/mortgage/ 39 | 302 40 | >>> r['Location'] 41 | 'http://testserver/budget/category/' 42 | 43 | >>> r = c.get('/budget/category/') 44 | >>> r.status_code # /budget/category/ 45 | 200 46 | >>> r.context[-1]['categories'] 47 | [] 48 | 49 | >>> r = c.get('/budget/category/delete/mortgage/') 50 | >>> r.status_code # /budget/category/delete/mortgage/ 51 | 200 52 | >>> r.context[-1]['category'] 53 | 54 | 55 | >>> r = c.post('/budget/category/delete/mortgage/', {'confirmed': 'Yes'}) 56 | >>> r.status_code # /budget/category/delete/mortgage/ 57 | 302 58 | >>> r['Location'] 59 | 'http://testserver/budget/category/' 60 | 61 | >>> r = c.get('/budget/category/') 62 | >>> r.status_code # /budget/category/ 63 | 200 64 | >>> r.context[-1]['categories'] 65 | [] 66 | """ 67 | -------------------------------------------------------------------------------- /budget/categories/urls.py: -------------------------------------------------------------------------------- 1 | from django.conf.urls.defaults import * 2 | 3 | urlpatterns = patterns('budget.categories.views', 4 | url(r'^$', 'category_list', name='budget_category_list'), 5 | url(r'^add/$', 'category_add', name='budget_category_add'), 6 | url(r'^edit/(?P[\w_-]+)/$', 'category_edit', name='budget_category_edit'), 7 | url(r'^delete/(?P[\w_-]+)/$', 'category_delete', name='budget_category_delete'), 8 | ) 9 | -------------------------------------------------------------------------------- /budget/categories/views.py: -------------------------------------------------------------------------------- 1 | from django.conf import settings 2 | from django.core.urlresolvers import reverse 3 | from django.core.paginator import Paginator, InvalidPage 4 | from django.http import HttpResponseRedirect 5 | from django.shortcuts import render_to_response, get_object_or_404 6 | from django.template import RequestContext 7 | from budget.categories.models import Category 8 | from budget.categories.forms import CategoryForm 9 | 10 | 11 | def category_list(request, model_class=Category, template_name='budget/categories/list.html'): 12 | """ 13 | A list of category objects. 14 | 15 | Templates: ``budget/categories/list.html`` 16 | Context: 17 | categories 18 | paginated list of category objects 19 | paginator 20 | A Django Paginator instance 21 | page 22 | current page of category objects 23 | """ 24 | categories_list = model_class.active.all() 25 | try: 26 | paginator = Paginator(categories_list, getattr(settings, 'BUDGET_LIST_PER_PAGE', 50)) 27 | page = paginator.page(request.GET.get('page', 1)) 28 | categories = page.object_list 29 | except InvalidPage: 30 | raise Http404('Invalid page requested.') 31 | return render_to_response(template_name, { 32 | 'categories': categories, 33 | 'paginator': paginator, 34 | 'page': page, 35 | }, context_instance=RequestContext(request)) 36 | 37 | 38 | def category_add(request, form_class=CategoryForm, template_name='budget/categories/add.html'): 39 | """ 40 | Create a new category object. 41 | 42 | Templates: ``budget/categories/add.html`` 43 | Context: 44 | form 45 | a category form 46 | """ 47 | if request.POST: 48 | form = form_class(request.POST) 49 | 50 | if form.is_valid(): 51 | category = form.save() 52 | return HttpResponseRedirect(reverse('budget_category_list')) 53 | else: 54 | form = form_class() 55 | return render_to_response(template_name, { 56 | 'form': form, 57 | }, context_instance=RequestContext(request)) 58 | 59 | 60 | def category_edit(request, slug, model_class=Category, form_class=CategoryForm, template_name='budget/categories/edit.html'): 61 | """ 62 | Edit a category object. 63 | 64 | Templates: ``budget/categories/edit.html`` 65 | Context: 66 | category 67 | the existing category object 68 | form 69 | a category form 70 | """ 71 | category = get_object_or_404(model_class.active.all(), slug=slug) 72 | if request.POST: 73 | form = form_class(request.POST, instance=category) 74 | 75 | if form.is_valid(): 76 | category = form.save() 77 | return HttpResponseRedirect(reverse('budget_category_list')) 78 | else: 79 | form = form_class(instance=category) 80 | return render_to_response(template_name, { 81 | 'category': category, 82 | 'form': form, 83 | }, context_instance=RequestContext(request)) 84 | 85 | 86 | def category_delete(request, slug, model_class=Category, template_name='budget/categories/delete.html'): 87 | """ 88 | Delete a category object. 89 | 90 | Templates: ``budget/categories/delete.html`` 91 | Context: 92 | category 93 | the existing category object 94 | """ 95 | category = get_object_or_404(model_class.active.all(), slug=slug) 96 | if request.POST: 97 | if request.POST.get('confirmed') and request.POST['confirmed'] == 'Yes': 98 | category.delete() 99 | return HttpResponseRedirect(reverse('budget_category_list')) 100 | return render_to_response(template_name, { 101 | 'category': category, 102 | }, context_instance=RequestContext(request)) 103 | -------------------------------------------------------------------------------- /budget/forms.py: -------------------------------------------------------------------------------- 1 | import datetime 2 | from django import forms 3 | from django.template.defaultfilters import slugify 4 | from budget.models import Budget, BudgetEstimate 5 | 6 | 7 | class BudgetForm(forms.ModelForm): 8 | start_date = forms.DateTimeField(initial=datetime.datetime.now, required=False, widget=forms.SplitDateTimeWidget) 9 | 10 | class Meta: 11 | model = Budget 12 | fields = ('name', 'start_date') 13 | 14 | def save(self): 15 | if not self.instance.slug: 16 | self.instance.slug = slugify(self.cleaned_data['name']) 17 | super(BudgetForm, self).save() 18 | 19 | 20 | class BudgetEstimateForm(forms.ModelForm): 21 | class Meta: 22 | model = BudgetEstimate 23 | fields = ('category', 'amount') 24 | 25 | def save(self, budget): 26 | self.instance.budget = budget 27 | super(BudgetEstimateForm, self).save() 28 | -------------------------------------------------------------------------------- /budget/locale/es/LC_MESSAGES/django.mo: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/toastdriven/django-budget/2f0547ae2d7786b5b832083fa7ecd5f6db3d74c1/budget/locale/es/LC_MESSAGES/django.mo -------------------------------------------------------------------------------- /budget/locale/es/LC_MESSAGES/django.po: -------------------------------------------------------------------------------- 1 | # SOME DESCRIPTIVE TITLE. 2 | # Copyright (C) YEAR THE PACKAGE'S COPYRIGHT HOLDER 3 | # This file is distributed under the same license as the PACKAGE package. 4 | # FIRST AUTHOR , YEAR. 5 | # 6 | #, fuzzy 7 | msgid "" 8 | msgstr "" 9 | "Project-Id-Version: PACKAGE VERSION\n" 10 | "Report-Msgid-Bugs-To: \n" 11 | "POT-Creation-Date: 2012-11-03 19:47-0300\n" 12 | "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" 13 | "Last-Translator: FULL NAME \n" 14 | "Language-Team: LANGUAGE \n" 15 | "Language: \n" 16 | "MIME-Version: 1.0\n" 17 | "Content-Type: text/plain; charset=UTF-8\n" 18 | "Content-Transfer-Encoding: 8bit\n" 19 | "Plural-Forms: nplurals=2; plural=(n != 1)\n" 20 | 21 | #: models.py:21 categories/models.py:41 22 | msgid "Name" 23 | msgstr "Nombre" 24 | 25 | #: models.py:22 categories/models.py:42 26 | msgid "Slug" 27 | msgstr "Slug" 28 | 29 | #: models.py:23 30 | msgid "Start Date" 31 | msgstr "Fecha de Inicio" 32 | 33 | #: models.py:66 34 | msgid "Budget" 35 | msgstr "Presupuesto" 36 | 37 | #: models.py:67 38 | msgid "Budgets" 39 | msgstr "Presupuestos" 40 | 41 | #: models.py:78 transactions/models.py:43 42 | msgid "Amount" 43 | msgstr "Monto" 44 | 45 | #: models.py:101 46 | msgid "Budget estimate" 47 | msgstr "Presupuesto estimado" 48 | 49 | #: models.py:102 50 | msgid "Budget estimates" 51 | msgstr "Estimaciones presupuestarias" 52 | 53 | #: categories/models.py:11 54 | msgid "Created" 55 | msgstr "Creado" 56 | 57 | #: categories/models.py:12 58 | msgid "Updated" 59 | msgstr "Actualizado" 60 | 61 | #: categories/models.py:13 62 | msgid "Is deleted" 63 | msgstr "Esta borrado" 64 | 65 | #: categories/models.py:48 66 | msgid "Category" 67 | msgstr "Categoría" 68 | 69 | #: categories/models.py:49 70 | msgid "Categories" 71 | msgstr "Categorías" 72 | 73 | #: transactions/models.py:11 74 | msgid "Expense" 75 | msgstr "Gasto" 76 | 77 | #: transactions/models.py:12 78 | msgid "Income" 79 | msgstr "Ingreso" 80 | 81 | #: transactions/models.py:40 82 | msgid "Transaction type" 83 | msgstr "Tipo de transacción" 84 | 85 | #: transactions/models.py:41 86 | msgid "Notes" 87 | msgstr "Notas" 88 | 89 | #: transactions/models.py:44 90 | msgid "Date" 91 | msgstr "Fecha" 92 | 93 | #: transactions/models.py:55 94 | msgid "Transaction" 95 | msgstr "Transacción" 96 | 97 | #: transactions/models.py:56 98 | msgid "Transactions" 99 | msgstr "Transacciones" 100 | -------------------------------------------------------------------------------- /budget/models.py: -------------------------------------------------------------------------------- 1 | import datetime 2 | from decimal import Decimal 3 | from django.db import models 4 | from budget.categories.models import Category, StandardMetadata, ActiveManager 5 | from budget.transactions.models import Transaction 6 | from django.utils.translation import ugettext_lazy as _ 7 | 8 | 9 | class BudgetManager(ActiveManager): 10 | def most_current_for_date(self, date): 11 | return super(BudgetManager, self).get_query_set().filter(start_date__lte=date).latest('start_date') 12 | 13 | 14 | class Budget(StandardMetadata): 15 | """ 16 | An object representing a budget. 17 | 18 | Only estimates are tied to a budget object, which allows different budgets 19 | to be applied to the same set of transactions for comparision. 20 | """ 21 | name = models.CharField(_('Name'), max_length=255) 22 | slug = models.SlugField(_('Slug'), unique=True) 23 | start_date = models.DateTimeField(_('Start Date'), 24 | default=datetime.datetime.now, db_index=True) 25 | 26 | objects = models.Manager() 27 | active = BudgetManager() 28 | 29 | def __unicode__(self): 30 | return self.name 31 | 32 | def monthly_estimated_total(self): 33 | total = Decimal('0.0') 34 | for estimate in self.estimates.exclude(is_deleted=True): 35 | total += estimate.amount 36 | return total 37 | 38 | def yearly_estimated_total(self): 39 | return self.monthly_estimated_total() * 12 40 | 41 | def estimates_and_transactions(self, start_date, end_date): 42 | estimates_and_transactions = [] 43 | actual_total = Decimal('0.0') 44 | 45 | for estimate in self.estimates.exclude(is_deleted=True): 46 | actual_amount = estimate.actual_amount(start_date, end_date) 47 | actual_total += actual_amount 48 | estimates_and_transactions.append({ 49 | 'estimate': estimate, 50 | 'transactions': estimate.actual_transactions(start_date, end_date), 51 | 'actual_amount': actual_amount, 52 | }) 53 | 54 | return (estimates_and_transactions, actual_total) 55 | 56 | def actual_total(self, start_date, end_date): 57 | actual_total = Decimal('0.0') 58 | 59 | for estimate in self.estimates.exclude(is_deleted=True): 60 | actual_amount = estimate.actual_amount(start_date, end_date) 61 | actual_total += actual_amount 62 | 63 | return actual_total 64 | 65 | class Meta: 66 | verbose_name = _('Budget') 67 | verbose_name_plural = _('Budgets') 68 | 69 | class BudgetEstimate(StandardMetadata): 70 | """ 71 | The individual line items that make up a budget. 72 | 73 | Some examples include possible items like "Mortgage", "Rent", "Food", "Misc" 74 | and "Car Payment". 75 | """ 76 | budget = models.ForeignKey(Budget, related_name='estimates', verbose_name=_('Budget')) 77 | category = models.ForeignKey(Category, related_name='estimates', verbose_name=_('Category')) 78 | amount = models.DecimalField(_('Amount'), max_digits=11, decimal_places=2) 79 | 80 | objects = models.Manager() 81 | active = ActiveManager() 82 | 83 | def __unicode__(self): 84 | return u"%s - %s" % (self.category.name, self.amount) 85 | 86 | def yearly_estimated_amount(self): 87 | return self.amount * 12 88 | 89 | def actual_transactions(self, start_date, end_date): 90 | # Estimates should only report on expenses to prevent incomes from 91 | # (incorrectly) artificially inflating totals. 92 | return Transaction.expenses.filter(category=self.category, date__range=(start_date, end_date)).order_by('date') 93 | 94 | def actual_amount(self, start_date, end_date): 95 | total = Decimal('0.0') 96 | for transaction in self.actual_transactions(start_date, end_date): 97 | total += transaction.amount 98 | return total 99 | 100 | class Meta: 101 | verbose_name = _('Budget estimate') 102 | verbose_name_plural = _('Budget estimates') 103 | -------------------------------------------------------------------------------- /budget/templatetags/__init__.py: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/toastdriven/django-budget/2f0547ae2d7786b5b832083fa7ecd5f6db3d74c1/budget/templatetags/__init__.py -------------------------------------------------------------------------------- /budget/templatetags/budget.py: -------------------------------------------------------------------------------- 1 | from decimal import Decimal 2 | from django import template 3 | from django.conf import settings 4 | 5 | 6 | register = template.Library() 7 | 8 | # To override, copy to your settings file. Make sure to keep the tuples in 9 | # descending order by percentage. 10 | BUDGET_DEFAULT_COLORS = ( 11 | # (percentage, CSS color class) 12 | (1.001, 'red'), 13 | (0.75, 'yellow'), 14 | (0.0, 'green'), 15 | ) 16 | 17 | 18 | class ColorizeAmountNode(template.Node): 19 | def __init__(self, estimated_amount, actual_amount): 20 | self.estimated_amount = template.Variable(estimated_amount) 21 | self.actual_amount = template.Variable(actual_amount) 22 | 23 | def render(self, context): 24 | if hasattr(settings, 'BUDGET_DEFAULT_COLORS'): 25 | colors = settings.BUDGET_DEFAULT_COLORS 26 | else: 27 | colors = BUDGET_DEFAULT_COLORS 28 | 29 | try: 30 | estimate = self.estimated_amount.resolve(context) 31 | actual = self.actual_amount.resolve(context) 32 | estimate = make_decimal(estimate) 33 | 34 | if estimate == 0: 35 | return '' 36 | 37 | actual = make_decimal(actual) 38 | percentage = actual / estimate 39 | 40 | for color in colors: 41 | color_percentage = make_decimal(color[0]) 42 | 43 | if percentage >= color_percentage: 44 | return color[1] 45 | except template.VariableDoesNotExist: 46 | return '' 47 | 48 | 49 | def make_decimal(amount): 50 | """ 51 | If it's not a Decimal, it should be... 52 | """ 53 | if not isinstance(amount, Decimal): 54 | amount = Decimal(str(amount)) 55 | 56 | return amount 57 | 58 | 59 | def colorize_amount(parser, token): 60 | """ 61 | Compares an estimate with an actual amount and returns an appropriate 62 | color as a visual indicator. 63 | 64 | Example: 65 | 66 | {% colorize_amount estimated_amount actual_amount %} 67 | """ 68 | try: 69 | tag_name, estimated_amount, actual_amount = token.split_contents() 70 | except ValueError: 71 | raise template.TemplateSyntaxError("%r tag requires exactly two arguments" % token.contents.split()[0]) 72 | return ColorizeAmountNode(estimated_amount, actual_amount) 73 | 74 | 75 | register.tag('colorize_amount', colorize_amount) 76 | -------------------------------------------------------------------------------- /budget/tests.py: -------------------------------------------------------------------------------- 1 | """ 2 | >>> from django.test import Client 3 | >>> c = Client() 4 | 5 | 6 | # Budgets 7 | 8 | >>> r = c.get('/budget/budget/') 9 | >>> r.status_code # /budget/budget/ 10 | 200 11 | >>> r.context[-1]['budgets'] 12 | [] 13 | 14 | >>> r = c.get('/budget/budget/add/') 15 | >>> r.status_code # /budget/budget/add/ 16 | 200 17 | >>> type(r.context[-1]['form']) 18 | 19 | 20 | >>> r = c.post('/budget/budget/add/', {'name': 'Our Budget', 'start_date_0': '2008-10-14', 'start_date_1': '08:00:00'}) 21 | >>> r.status_code # /budget/budget/add/ 22 | 302 23 | >>> r['Location'] 24 | 'http://testserver/budget/budget/' 25 | 26 | >>> r = c.get('/budget/budget/') 27 | >>> r.status_code # /budget/budget/ 28 | 200 29 | >>> r.context[-1]['budgets'] 30 | [] 31 | 32 | >>> r = c.get('/budget/budget/edit/our-budget/') 33 | >>> r.status_code # /budget/budget/edit/our-budget/ 34 | 200 35 | >>> type(r.context[-1]['form']) 36 | 37 | >>> r.context[-1]['budget'] 38 | 39 | 40 | >>> r = c.post('/budget/budget/edit/our-budget/', {'name': 'Our Family Budget', 'start_date_0': '2008-10-14', 'start_date_1': '08:00:00'}) 41 | >>> r.status_code # /budget/budget/edit/our-budget/ 42 | 302 43 | >>> r['Location'] 44 | 'http://testserver/budget/budget/' 45 | 46 | >>> r = c.get('/budget/budget/') 47 | >>> r.status_code # /budget/budget/ 48 | 200 49 | >>> r.context[-1]['budgets'] 50 | [] 51 | 52 | >>> r = c.get('/budget/budget/delete/our-budget/') 53 | >>> r.status_code # /budget/budget/delete/our-budget/ 54 | 200 55 | >>> r.context[-1]['budget'] 56 | 57 | 58 | >>> r = c.post('/budget/budget/delete/our-budget/', {'confirmed': 'Yes'}) 59 | >>> r.status_code # /budget/budget/delete/our-budget/ 60 | 302 61 | >>> r['Location'] 62 | 'http://testserver/budget/budget/' 63 | 64 | >>> r = c.get('/budget/budget/') 65 | >>> r.status_code # /budget/budget/ 66 | 200 67 | >>> r.context[-1]['budgets'] 68 | [] 69 | 70 | 71 | # Budget Estimates 72 | 73 | # Setup 74 | >>> from budget.models import Budget 75 | >>> budget = Budget.objects.create(name='Test Budget', slug='test-budget', start_date='2008-10-14') 76 | 77 | >>> from django.core.management import call_command 78 | >>> call_command('loaddata', 'categories_testdata.yaml') #doctest: +ELLIPSIS 79 | Installing yaml fixture 'categories_testdata' from ... 80 | Installed 1 object(s) from 1 fixture(s) 81 | 82 | >>> from budget.categories.models import Category 83 | >>> cat = Category.objects.get(slug='misc') 84 | 85 | >>> r = c.get('/budget/budget/test-budget/estimate/') 86 | >>> r.status_code # /budget/budget/test-budget/estimate/ 87 | 200 88 | >>> r.context[-1]['estimates'] 89 | [] 90 | 91 | >>> r = c.get('/budget/budget/test-budget/estimate/add/') 92 | >>> r.status_code # /budget/budget/test-budget/estimate/add/ 93 | 200 94 | >>> type(r.context[-1]['form']) 95 | 96 | 97 | >>> r = c.post('/budget/budget/test-budget/estimate/add/', {'budget': budget.id, 'category': cat.id, 'amount': '200.00'}) 98 | >>> r.status_code # /budget/budget/test-budget/estimate/add/ 99 | 302 100 | >>> r['Location'] 101 | 'http://testserver/budget/budget/test-budget/estimate/' 102 | 103 | >>> r = c.get('/budget/budget/test-budget/estimate/') 104 | >>> r.status_code # /budget/budget/test-budget/estimate/ 105 | 200 106 | >>> r.context[-1]['estimates'] 107 | [] 108 | 109 | >>> r = c.get('/budget/budget/test-budget/estimate/edit/1/') 110 | >>> r.status_code # /budget/budget/test-budget/estimate/edit/1/ 111 | 200 112 | >>> type(r.context[-1]['form']) 113 | 114 | >>> r.context[-1]['estimate'] 115 | 116 | 117 | >>> r = c.post('/budget/budget/test-budget/estimate/edit/1/', {'budget': budget.id, 'category': cat.id, 'amount': '250.00'}) 118 | >>> r.status_code # /budget/budget/test-budget/estimate/edit/1/ 119 | 302 120 | >>> r['Location'] 121 | 'http://testserver/budget/budget/test-budget/estimate/' 122 | 123 | >>> r = c.get('/budget/budget/test-budget/estimate/') 124 | >>> r.status_code # /budget/budget/test-budget/estimate/ 125 | 200 126 | >>> r.context[-1]['estimates'] 127 | [] 128 | 129 | >>> r = c.get('/budget/budget/test-budget/estimate/delete/1/') 130 | >>> r.status_code # /budget/budget/test-budget/estimate/delete/1/ 131 | 200 132 | >>> r.context[-1]['estimate'] 133 | 134 | 135 | >>> r = c.post('/budget/budget/test-budget/estimate/delete/1/', {'confirmed': 'Yes'}) 136 | >>> r.status_code # /budget/budget/test-budget/estimate/delete/1/ 137 | 302 138 | >>> r['Location'] 139 | 'http://testserver/budget/budget/test-budget/estimate/' 140 | 141 | >>> r = c.get('/budget/budget/test-budget/estimate/') 142 | >>> r.status_code # /budget/budget/test-budget/estimate/ 143 | 200 144 | >>> r.context[-1]['estimates'] 145 | [] 146 | 147 | 148 | # Summaries 149 | 150 | >>> r = c.get('/budget/summary/2008/') 151 | >>> r.status_code # /budget/summary/2008/ 152 | 200 153 | >>> r.context[-1]['budget'] 154 | 155 | 156 | >>> r = c.get('/budget/summary/2008/10/') 157 | >>> r.status_code # /budget/summary/2008/10/ 158 | 200 159 | >>> r.context[-1]['budget'] 160 | 161 | 162 | 163 | # Dashboard 164 | 165 | >>> r = c.get('/budget/') 166 | >>> r.status_code # /budget/ 167 | 200 168 | >>> r.context[-1]['budget'] 169 | 170 | >>> r.context[-1]['latest_expenses'] 171 | [] 172 | >>> r.context[-1]['latest_incomes'] 173 | [] 174 | >>> r.context[-1]['estimated_amount'] 175 | Decimal("250.0") 176 | >>> r.context[-1]['amount_used'] 177 | Decimal("0.0") 178 | >>> r.context[-1]['progress_bar_percent'] 179 | 0 180 | """ 181 | -------------------------------------------------------------------------------- /budget/transactions/__init__.py: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/toastdriven/django-budget/2f0547ae2d7786b5b832083fa7ecd5f6db3d74c1/budget/transactions/__init__.py -------------------------------------------------------------------------------- /budget/transactions/admin.py: -------------------------------------------------------------------------------- 1 | from django.contrib import admin 2 | from budget.transactions.models import Transaction 3 | 4 | 5 | class TransactionAdmin(admin.ModelAdmin): 6 | date_hierarchy = 'date' 7 | fieldsets = ( 8 | (None, { 9 | 'fields': ('transaction_type', 'notes', 'category', 'amount', 'date'), 10 | }), 11 | ('Metadata', { 12 | 'classes': ('collapse',), 13 | 'fields': ('created', 'updated', 'is_deleted') 14 | }) 15 | ) 16 | list_display = ('notes', 'transaction_type', 'amount', 'date', 'is_deleted') 17 | list_filter = ('is_deleted',) 18 | search_fields = ('notes',) 19 | 20 | 21 | admin.site.register(Transaction, TransactionAdmin) 22 | -------------------------------------------------------------------------------- /budget/transactions/forms.py: -------------------------------------------------------------------------------- 1 | from django import forms 2 | from budget.transactions.models import Transaction 3 | 4 | 5 | class TransactionForm(forms.ModelForm): 6 | class Meta: 7 | model = Transaction 8 | fields = ('transaction_type', 'notes', 'category', 'amount', 'date') 9 | -------------------------------------------------------------------------------- /budget/transactions/models.py: -------------------------------------------------------------------------------- 1 | import datetime 2 | from decimal import Decimal 3 | 4 | from django.db import models 5 | from django.utils.translation import ugettext_lazy as _ 6 | 7 | from budget.categories.models import Category, StandardMetadata, ActiveManager 8 | 9 | 10 | TRANSACTION_TYPES = ( 11 | ('expense', _('Expense')), 12 | ('income', _('Income')), 13 | ) 14 | 15 | 16 | class TransactionManager(ActiveManager): 17 | def get_latest(self, limit=10): 18 | return self.get_query_set().order_by('-date', '-created')[0:limit] 19 | 20 | 21 | class TransactionExpenseManager(TransactionManager): 22 | def get_query_set(self): 23 | return super(TransactionExpenseManager, self).get_query_set().filter(transaction_type='expense') 24 | 25 | 26 | class TransactionIncomeManager(TransactionManager): 27 | def get_query_set(self): 28 | return super(TransactionIncomeManager, self).get_query_set().filter(transaction_type='income') 29 | 30 | 31 | class Transaction(StandardMetadata): 32 | """ 33 | Represents incomes/expenses for the party doing the budgeting. 34 | 35 | Transactions are not tied to individual budgets because this allows 36 | different budgets to applied (like a filter) to a set of transactions. 37 | It also allows for budgets to change through time without altering the 38 | actual incoming/outgoing funds. 39 | """ 40 | transaction_type = models.CharField(_('Transaction type'), max_length=32, choices=TRANSACTION_TYPES, default='expense', db_index=True) 41 | notes = models.CharField(_('Notes'), max_length=255, blank=True) 42 | category = models.ForeignKey(Category, verbose_name=_('Category')) 43 | amount = models.DecimalField(_('Amount'), max_digits=11, decimal_places=2) 44 | date = models.DateField(_('Date'), default=datetime.date.today, db_index=True) 45 | 46 | objects = models.Manager() 47 | active = ActiveManager() 48 | expenses = TransactionExpenseManager() 49 | incomes = TransactionIncomeManager() 50 | 51 | def __unicode__(self): 52 | return u"%s (%s) - %s" % (self.notes, self.get_transaction_type_display(), self.amount) 53 | 54 | class Meta: 55 | verbose_name = _('Transaction') 56 | verbose_name_plural = _('Transactions') 57 | -------------------------------------------------------------------------------- /budget/transactions/tests.py: -------------------------------------------------------------------------------- 1 | """ 2 | >>> from django.test import Client 3 | >>> c = Client() 4 | 5 | >>> from django.core.management import call_command 6 | >>> call_command('loaddata', 'categories_testdata.yaml') #doctest: +ELLIPSIS 7 | Installing yaml fixture 'categories_testdata' from ... 8 | Installed 1 object(s) from 1 fixture(s) 9 | 10 | >>> from budget.categories.models import Category 11 | >>> cat = Category.objects.get(slug='misc') 12 | 13 | >>> r = c.get('/budget/transaction/') 14 | >>> r.status_code # /budget/transaction/ 15 | 200 16 | >>> r.context[-1]['transactions'] 17 | [] 18 | 19 | >>> r = c.get('/budget/transaction/add/') 20 | >>> r.status_code # /budget/transaction/add/ 21 | 200 22 | >>> type(r.context[-1]['form']) 23 | 24 | 25 | >>> r = c.post('/budget/transaction/add/', {'transaction_type': 'income', 'category': cat.id, 'notes': 'Paycheck', 'amount': '300.00', 'date': '2008-10-14'}) 26 | >>> r.status_code # /budget/transaction/add/ 27 | 302 28 | >>> r['Location'] 29 | 'http://testserver/budget/transaction/' 30 | 31 | >>> r = c.get('/budget/transaction/') 32 | >>> r.status_code # /budget/transaction/ 33 | 200 34 | >>> r.context[-1]['transactions'] 35 | [] 36 | 37 | >>> r = c.get('/budget/transaction/edit/1/') 38 | >>> r.status_code # /budget/transaction/edit/1/ 39 | 200 40 | >>> type(r.context[-1]['form']) 41 | 42 | >>> r.context[-1]['transaction'] 43 | 44 | 45 | >>> r = c.post('/budget/transaction/edit/1/', {'transaction_type': 'income', 'category': cat.id, 'notes': 'My Paycheck', 'amount': '300.00', 'date': '2008-10-14'}) 46 | >>> r.status_code # /budget/transaction/edit/1/ 47 | 302 48 | >>> r['Location'] 49 | 'http://testserver/budget/transaction/' 50 | 51 | >>> r = c.get('/budget/transaction/') 52 | >>> r.status_code # /budget/transaction/ 53 | 200 54 | >>> r.context[-1]['transactions'] 55 | [] 56 | 57 | >>> r = c.get('/budget/transaction/delete/1/') 58 | >>> r.status_code # /budget/transaction/delete/1/ 59 | 200 60 | >>> r.context[-1]['transaction'] 61 | 62 | 63 | >>> r = c.post('/budget/transaction/delete/1/', {'confirmed': 'Yes'}) 64 | >>> r.status_code # /budget/transaction/delete/1/ 65 | 302 66 | >>> r['Location'] 67 | 'http://testserver/budget/transaction/' 68 | 69 | >>> r = c.get('/budget/transaction/') 70 | >>> r.status_code # /budget/transaction/ 71 | 200 72 | >>> r.context[-1]['transactions'] 73 | [] 74 | """ 75 | -------------------------------------------------------------------------------- /budget/transactions/urls.py: -------------------------------------------------------------------------------- 1 | from django.conf.urls.defaults import * 2 | 3 | urlpatterns = patterns('budget.transactions.views', 4 | url(r'^$', 'transaction_list', name='budget_transaction_list'), 5 | url(r'^add/$', 'transaction_add', name='budget_transaction_add'), 6 | url(r'^edit/(?P\d+)/$', 'transaction_edit', name='budget_transaction_edit'), 7 | url(r'^delete/(?P\d+)/$', 'transaction_delete', name='budget_transaction_delete'), 8 | ) 9 | -------------------------------------------------------------------------------- /budget/transactions/views.py: -------------------------------------------------------------------------------- 1 | from django.conf import settings 2 | from django.core.urlresolvers import reverse 3 | from django.core.paginator import Paginator, InvalidPage 4 | from django.http import Http404, HttpResponseRedirect 5 | from django.shortcuts import render_to_response, get_object_or_404 6 | from django.template import RequestContext 7 | from budget.transactions.models import Transaction 8 | from budget.transactions.forms import TransactionForm 9 | 10 | 11 | def transaction_list(request, model_class=Transaction, template_name='budget/transactions/list.html'): 12 | """ 13 | A list of transaction objects. 14 | 15 | Templates: ``budget/transactions/list.html`` 16 | Context: 17 | transactions 18 | paginated list of transaction objects 19 | paginator 20 | A Django Paginator instance 21 | page 22 | current page of transaction objects 23 | """ 24 | transaction_list = model_class.active.order_by('-date', '-created') 25 | try: 26 | paginator = Paginator(transaction_list, getattr(settings, 'BUDGET_LIST_PER_PAGE', 50)) 27 | page = paginator.page(request.GET.get('page', 1)) 28 | transactions = page.object_list 29 | except InvalidPage: 30 | raise Http404('Invalid page requested.') 31 | return render_to_response(template_name, { 32 | 'transactions': transactions, 33 | 'paginator': paginator, 34 | 'page': page, 35 | }, context_instance=RequestContext(request)) 36 | 37 | 38 | def transaction_add(request, form_class=TransactionForm, template_name='budget/transactions/add.html'): 39 | """ 40 | Create a new transaction object. 41 | 42 | Templates: ``budget/transactions/add.html`` 43 | Context: 44 | form 45 | a transaction form 46 | """ 47 | if request.POST: 48 | form = form_class(request.POST) 49 | 50 | if form.is_valid(): 51 | transaction = form.save() 52 | return HttpResponseRedirect(reverse('budget_transaction_list')) 53 | else: 54 | form = form_class() 55 | return render_to_response(template_name, { 56 | 'form': form, 57 | }, context_instance=RequestContext(request)) 58 | 59 | 60 | def transaction_edit(request, transaction_id, model_class=Transaction, form_class=TransactionForm, template_name='budget/transactions/edit.html'): 61 | """ 62 | Edit a transaction object. 63 | 64 | Templates: ``budget/transactions/edit.html`` 65 | Context: 66 | transaction 67 | the existing transaction object 68 | form 69 | a transaction form 70 | """ 71 | transaction = get_object_or_404(model_class.active.all(), pk=transaction_id) 72 | if request.POST: 73 | form = form_class(request.POST, instance=transaction) 74 | 75 | if form.is_valid(): 76 | category = form.save() 77 | return HttpResponseRedirect(reverse('budget_transaction_list')) 78 | else: 79 | form = form_class(instance=transaction) 80 | return render_to_response(template_name, { 81 | 'transaction': transaction, 82 | 'form': form, 83 | }, context_instance=RequestContext(request)) 84 | 85 | 86 | def transaction_delete(request, transaction_id, model_class=Transaction, template_name='budget/transactions/delete.html'): 87 | """ 88 | Delete a transaction object. 89 | 90 | Templates: ``budget/transactions/delete.html`` 91 | Context: 92 | transaction 93 | the existing transaction object 94 | """ 95 | transaction = get_object_or_404(Transaction.active.all(), pk=transaction_id) 96 | if request.POST: 97 | if request.POST.get('confirmed'): 98 | transaction.delete() 99 | return HttpResponseRedirect(reverse('budget_transaction_list')) 100 | return render_to_response(template_name, { 101 | 'transaction': transaction, 102 | }, context_instance=RequestContext(request)) 103 | -------------------------------------------------------------------------------- /budget/urls.py: -------------------------------------------------------------------------------- 1 | from django.conf.urls.defaults import * 2 | 3 | """ 4 | Needed Urls: 5 | Dashboard 6 | Year Summary 7 | Month Summary 8 | CRUD Budget 9 | CRUD BudgetEstimates 10 | 11 | Eventually: 12 | Custom date range 13 | Week Summary 14 | Day Summary 15 | ...? 16 | """ 17 | 18 | urlpatterns = patterns('budget.views', 19 | url(r'^$', 'dashboard', name='budget_dashboard'), 20 | url(r'^setup/$', 'setup', name='budget_setup'), 21 | 22 | # Summaries 23 | url(r'^summary/$', 'summary_list', name='budget_summary_list'), 24 | url(r'^summary/(?P\d{4})/$', 'summary_year', name='budget_summary_year'), 25 | url(r'^summary/(?P\d{4})/(?P\d{1,2})/$', 'summary_month', name='budget_summary_month'), 26 | 27 | # Categories 28 | url(r'^category/', include('budget.categories.urls')), 29 | 30 | # Budget 31 | url(r'^budget/$', 'budget_list', name='budget_budget_list'), 32 | url(r'^budget/add/$', 'budget_add', name='budget_budget_add'), 33 | url(r'^budget/edit/(?P[\w-]+)/$', 'budget_edit', name='budget_budget_edit'), 34 | url(r'^budget/delete/(?P[\w-]+)/$', 'budget_delete', name='budget_budget_delete'), 35 | 36 | # BudgetEstimates 37 | url(r'^budget/(?P[\w-]+)/estimate/$', 'estimate_list', name='budget_estimate_list'), 38 | url(r'^budget/(?P[\w-]+)/estimate/add/$', 'estimate_add', name='budget_estimate_add'), 39 | url(r'^budget/(?P[\w-]+)/estimate/edit/(?P\d+)/$', 'estimate_edit', name='budget_estimate_edit'), 40 | url(r'^budget/(?P[\w-]+)/estimate/delete/(?P\d+)/$', 'estimate_delete', name='budget_estimate_delete'), 41 | 42 | # Transaction 43 | url(r'^transaction/', include('budget.transactions.urls')), 44 | ) 45 | -------------------------------------------------------------------------------- /budget/views.py: -------------------------------------------------------------------------------- 1 | import datetime 2 | from decimal import Decimal 3 | from django.conf import settings 4 | from django.core.exceptions import ObjectDoesNotExist 5 | from django.core.paginator import Paginator, InvalidPage 6 | from django.core.urlresolvers import reverse 7 | from django.http import Http404, HttpResponseRedirect 8 | from django.shortcuts import render_to_response, get_object_or_404 9 | from django.template import RequestContext 10 | from budget.models import Budget, BudgetEstimate 11 | from budget.categories.models import Category 12 | from budget.transactions.models import Transaction 13 | from budget.forms import BudgetEstimateForm, BudgetForm 14 | 15 | 16 | def dashboard(request, budget_model_class=Budget, transaction_model_class=Transaction, template_name='budget/dashboard.html'): 17 | """ 18 | Provides a high-level rundown of recent activity and budget status. 19 | 20 | Template: ``budget/dashboard.html`` 21 | Context: 22 | budget 23 | the most current budget object 24 | latest_expenses 25 | the most recent expenses (by default, the last 10) 26 | latest_incomes 27 | the most recent incomes (by default, the last 10) 28 | estimated_amount 29 | the budget's estimated total for the month 30 | amount_used 31 | the actual amount spent for the month 32 | progress_bar_percent 33 | the percentage of the budget actually spent so far 34 | """ 35 | today = datetime.date.today() 36 | start_date = datetime.date(today.year, today.month, 1) 37 | end_year, end_month = today.year, today.month + 1 38 | 39 | if end_month > 12: 40 | end_year += 1 41 | end_month = 1 42 | 43 | end_date = datetime.date(end_year, end_month, 1) - datetime.timedelta(days=1) 44 | 45 | try: 46 | budget = budget_model_class.active.most_current_for_date(datetime.datetime.today()) 47 | except ObjectDoesNotExist: 48 | # Since there are no budgets at this point, pass them on to setup 49 | # as this view is meaningless without at least basic data in place. 50 | return HttpResponseRedirect(reverse('budget_setup')) 51 | 52 | latest_expenses = transaction_model_class.expenses.get_latest() 53 | latest_incomes = transaction_model_class.incomes.get_latest() 54 | 55 | estimated_amount = budget.monthly_estimated_total() 56 | amount_used = budget.actual_total(start_date, end_date) 57 | 58 | if estimated_amount == 0: 59 | progress_bar_percent = 100 60 | else: 61 | progress_bar_percent = int(amount_used / estimated_amount * 100) 62 | 63 | if progress_bar_percent >= 100: 64 | progress_bar_percent = 100 65 | 66 | return render_to_response(template_name, { 67 | 'budget': budget, 68 | 'latest_expenses': latest_expenses, 69 | 'latest_incomes': latest_incomes, 70 | 'estimated_amount': estimated_amount, 71 | 'amount_used': amount_used, 72 | 'progress_bar_percent': progress_bar_percent, 73 | }, context_instance=RequestContext(request)) 74 | 75 | 76 | def setup(request, template_name='budget/setup.html'): 77 | """ 78 | Displays a setup page which ties together the 79 | category/budget/budget estimate areas with explanatory text on how to use 80 | to set everything up properly. 81 | 82 | Templates: ``budget/setup.html`` 83 | """ 84 | return render_to_response(template_name, {}, context_instance=RequestContext(request)) 85 | 86 | 87 | def summary_list(request, transaction_model_class=Transaction, template_name='budget/summaries/summary_list.html'): 88 | """ 89 | Displays a list of all months that may have transactions for that month. 90 | 91 | Templates: ``budget/summaries/summary_list.html`` 92 | Context: 93 | dates 94 | a list of datetime objects representing all years/months that have transactions 95 | """ 96 | dates = transaction_model_class.active.all().dates('date', 'month') 97 | return render_to_response(template_name, { 98 | 'dates': dates, 99 | }, context_instance=RequestContext(request)) 100 | 101 | 102 | def summary_year(request, year, budget_model_class=Budget, template_name='budget/summaries/summary_year.html'): 103 | """ 104 | Displays a budget report for the year to date. 105 | 106 | Templates: ``budget/summaries/summary_year.html`` 107 | Context: 108 | budget 109 | the most current budget object for the year 110 | estimates_and_transactions 111 | a list of dictionaries containing each budget estimate, the corresponding transactions and total amount of the transactions 112 | actual_total 113 | the total amount of all transactions represented in the budget for the year 114 | start_date 115 | the first date for the year 116 | end_date 117 | the last date for the year 118 | """ 119 | start_date = datetime.date(int(year), 1, 1) 120 | end_date = datetime.date(int(year), 12, 31) 121 | budget = budget_model_class.active.most_current_for_date(end_date) 122 | estimates_and_transactions, actual_total = budget.estimates_and_transactions(start_date, end_date) 123 | return render_to_response(template_name, { 124 | 'budget': budget, 125 | 'estimates_and_transactions': estimates_and_transactions, 126 | 'actual_total': actual_total, 127 | 'start_date': start_date, 128 | 'end_date': end_date, 129 | }, context_instance=RequestContext(request)) 130 | 131 | 132 | def summary_month(request, year, month, budget_model_class=Budget, template_name='budget/summaries/summary_month.html'): 133 | """ 134 | Displays a budget report for the month to date. 135 | 136 | Templates: ``budget/summaries/summary_month.html`` 137 | Context: 138 | budget 139 | the most current budget object for the month 140 | estimates_and_transactions 141 | a list of dictionaries containing each budget estimate, the corresponding transactions and total amount of the transactions 142 | actual_total 143 | the total amount of all transactions represented in the budget for the month 144 | start_date 145 | the first date for the month 146 | end_date 147 | the last date for the month 148 | """ 149 | start_date = datetime.date(int(year), int(month), 1) 150 | end_year, end_month = int(year), int(month) + 1 151 | 152 | if end_month > 12: 153 | end_year += 1 154 | end_month = 1 155 | 156 | end_date = datetime.date(end_year, end_month, 1) - datetime.timedelta(days=1) 157 | budget = budget_model_class.active.most_current_for_date(end_date) 158 | estimates_and_transactions, actual_total = budget.estimates_and_transactions(start_date, end_date) 159 | return render_to_response(template_name, { 160 | 'budget': budget, 161 | 'estimates_and_transactions': estimates_and_transactions, 162 | 'actual_total': actual_total, 163 | 'start_date': start_date, 164 | 'end_date': end_date, 165 | }, context_instance=RequestContext(request)) 166 | 167 | 168 | def budget_list(request, model_class=Budget, template_name='budget/budgets/list.html'): 169 | """ 170 | A list of budget objects. 171 | 172 | Templates: ``budget/budgets/list.html`` 173 | Context: 174 | budgets 175 | paginated list of budget objects 176 | paginator 177 | A Django Paginator instance 178 | page 179 | current page of budget objects 180 | """ 181 | budgets_list = model_class.active.all() 182 | try: 183 | paginator = Paginator(budgets_list, getattr(settings, 'BUDGET_LIST_PER_PAGE', 50)) 184 | page = paginator.page(request.GET.get('page', 1)) 185 | budgets = page.object_list 186 | except InvalidPage: 187 | raise Http404('Invalid page requested.') 188 | return render_to_response(template_name, { 189 | 'budgets': budgets, 190 | 'paginator': paginator, 191 | 'page': page, 192 | }, context_instance=RequestContext(request)) 193 | 194 | 195 | def budget_add(request, form_class=BudgetForm, template_name='budget/budgets/add.html'): 196 | """ 197 | Create a new budget object. 198 | 199 | Templates: ``budget/budgets/add.html`` 200 | Context: 201 | form 202 | a budget form 203 | """ 204 | if request.POST: 205 | form = form_class(request.POST) 206 | 207 | if form.is_valid(): 208 | budget = form.save() 209 | return HttpResponseRedirect(reverse('budget_budget_list')) 210 | else: 211 | form = form_class() 212 | return render_to_response(template_name, { 213 | 'form': form, 214 | }, context_instance=RequestContext(request)) 215 | 216 | 217 | def budget_edit(request, slug, model_class=Budget, form_class=BudgetForm, template_name='budget/budgets/edit.html'): 218 | """ 219 | Edit a budget object. 220 | 221 | Templates: ``budget/budgets/edit.html`` 222 | Context: 223 | budget 224 | the existing budget object 225 | form 226 | a budget form 227 | """ 228 | budget = get_object_or_404(model_class.active.all(), slug=slug) 229 | if request.POST: 230 | form = form_class(request.POST, instance=budget) 231 | 232 | if form.is_valid(): 233 | category = form.save() 234 | return HttpResponseRedirect(reverse('budget_budget_list')) 235 | else: 236 | form = form_class(instance=budget) 237 | return render_to_response(template_name, { 238 | 'budget': budget, 239 | 'form': form, 240 | }, context_instance=RequestContext(request)) 241 | 242 | 243 | def budget_delete(request, slug, model_class=Budget, template_name='budget/budgets/delete.html'): 244 | """ 245 | Delete a budget object. 246 | 247 | Templates: ``budget/budgets/delete.html`` 248 | Context: 249 | budget 250 | the existing budget object 251 | """ 252 | budget = get_object_or_404(model_class.active.all(), slug=slug) 253 | if request.POST: 254 | if request.POST.get('confirmed'): 255 | budget.delete() 256 | return HttpResponseRedirect(reverse('budget_budget_list')) 257 | return render_to_response(template_name, { 258 | 'budget': budget, 259 | }, context_instance=RequestContext(request)) 260 | 261 | 262 | def estimate_list(request, budget_slug, budget_model_class=Budget, model_class=BudgetEstimate, template_name='budget/estimates/list.html'): 263 | """ 264 | A list of estimate objects. 265 | 266 | Templates: ``budget/estimates/list.html`` 267 | Context: 268 | budget 269 | the parent budget object for the estimates 270 | estimates 271 | paginated list of estimate objects 272 | paginator 273 | A Django Paginator instance 274 | page 275 | current page of estimate objects 276 | """ 277 | budget = get_object_or_404(budget_model_class.active.all(), slug=budget_slug) 278 | estimates_list = model_class.active.all() 279 | try: 280 | paginator = Paginator(estimates_list, getattr(settings, 'BUDGET_LIST_PER_PAGE', 50)) 281 | page = paginator.page(request.GET.get('page', 1)) 282 | estimates = page.object_list 283 | except InvalidPage: 284 | raise Http404('Invalid page requested.') 285 | return render_to_response(template_name, { 286 | 'budget': budget, 287 | 'estimates': estimates, 288 | 'paginator': paginator, 289 | 'page': page, 290 | }, context_instance=RequestContext(request)) 291 | 292 | 293 | def estimate_add(request, budget_slug, budget_model_class=Budget, form_class=BudgetEstimateForm, template_name='budget/estimates/add.html'): 294 | """ 295 | Create a new estimate object. 296 | 297 | Templates: ``budget/estimates/add.html`` 298 | Context: 299 | budget 300 | the parent budget object for the estimate 301 | form 302 | a estimate form 303 | """ 304 | budget = get_object_or_404(budget_model_class.active.all(), slug=budget_slug) 305 | if request.POST: 306 | form = form_class(request.POST) 307 | 308 | if form.is_valid(): 309 | estimate = form.save(budget=budget) 310 | return HttpResponseRedirect(reverse('budget_estimate_list', kwargs={'budget_slug': budget.slug})) 311 | else: 312 | form = form_class() 313 | return render_to_response(template_name, { 314 | 'budget': budget, 315 | 'form': form, 316 | }, context_instance=RequestContext(request)) 317 | 318 | 319 | def estimate_edit(request, budget_slug, estimate_id, budget_model_class=Budget, form_class=BudgetEstimateForm, template_name='budget/estimates/edit.html'): 320 | """ 321 | Edit a estimate object. 322 | 323 | Templates: ``budget/estimates/edit.html`` 324 | Context: 325 | budget 326 | the parent budget object for the estimate 327 | estimate 328 | the existing estimate object 329 | form 330 | a estimate form 331 | """ 332 | budget = get_object_or_404(budget_model_class.active.all(), slug=budget_slug) 333 | try: 334 | estimate = budget.estimates.get(pk=estimate_id, is_deleted=False) 335 | except ObjectDoesNotExist: 336 | raise Http404("The requested estimate could not be found.") 337 | if request.POST: 338 | form = form_class(request.POST, instance=estimate) 339 | 340 | if form.is_valid(): 341 | category = form.save(budget=budget) 342 | return HttpResponseRedirect(reverse('budget_estimate_list', kwargs={'budget_slug': budget.slug})) 343 | else: 344 | form = form_class(instance=estimate) 345 | return render_to_response(template_name, { 346 | 'budget': budget, 347 | 'estimate': estimate, 348 | 'form': form, 349 | }, context_instance=RequestContext(request)) 350 | 351 | 352 | def estimate_delete(request, budget_slug, estimate_id, budget_model_class=Budget, template_name='budget/estimates/delete.html'): 353 | """ 354 | Delete a estimate object. 355 | 356 | Templates: ``budget/estimates/delete.html`` 357 | Context: 358 | budget 359 | the parent budget object for the estimate 360 | estimate 361 | the existing estimate object 362 | """ 363 | budget = get_object_or_404(budget_model_class.active.all(), slug=budget_slug) 364 | try: 365 | estimate = budget.estimates.get(pk=estimate_id, is_deleted=False) 366 | except ObjectDoesNotExist: 367 | raise Http404("The requested estimate could not be found.") 368 | if request.POST: 369 | if request.POST.get('confirmed'): 370 | estimate.delete() 371 | return HttpResponseRedirect(reverse('budget_estimate_list', kwargs={'budget_slug': budget.slug})) 372 | return render_to_response(template_name, { 373 | 'budget': budget, 374 | 'estimate': estimate, 375 | }, context_instance=RequestContext(request)) 376 | -------------------------------------------------------------------------------- /docs/budget.txt: -------------------------------------------------------------------------------- 1 | ======================================================= 2 | django-budget: A simple personal budgeting application. 3 | ======================================================= 4 | 5 | ```django-budget``` is a simple budgeting application for use with Django. It 6 | is designed to manage personal finances. We used it to replace a complicated 7 | Excel spreadsheet that didn't retain all the details we wanted. 8 | 9 | It was implemented in Django based on familiarity, quick time to implement 10 | and the premise that it could be accessible everywhere. In practice, we run 11 | this locally (NOT on a publicly accessible website). 12 | 13 | 14 | A Note About Security 15 | ===================== 16 | 17 | It is recommended that anyone using this application add further security by 18 | either protecting the whole app with HTTP Auth, wrap the views with the 19 | ```login-required``` decorator, run it on a local machine or implement similar 20 | protections. This application is for your use and makes no assumptions about 21 | how viewable the data is to other people. 22 | 23 | 24 | Requirements 25 | ============ 26 | 27 | ```django-budget``` requires Python 2.3 or better and Django 1.0 or better. 28 | 29 | 30 | Installation 31 | ============ 32 | 33 | #. Either copy/symlink the ```budget``` app into your project or place it somewhere on your ```PYTHONPATH```. 34 | #. Add the ```budget.categories```, ```budget.transactions``` and ```budget``` apps to your ```INSTALLED_APPS```. 35 | #. Run ```./manage.py syncdb```. 36 | #. Add ```(r'^budget/', include('budgetproject.budget.urls')),``` to your ```urls.py```. 37 | --------------------------------------------------------------------------------