senquevila / expenses_site

Site to make budgets and capture expenses

Expenses

Site to create budgets and expenses.

Deployment

Clone the repo:

git clone https://github.com/senquevila/expenses_site.git

To start the app in local server:

python manage.py runserver

Built With

• Django - The web framework used
• Django REST Framework - Toolkit for building Web APIs

Contributing

Please read CONTRIBUTING for details on our code of conduct, and the process for submitting pull requests to us.

Versioning

We use SemVer for versioning. For the versions available, see the tags on this repository.

Authors

• J. Enrique Avila - Initial work - senquevila

See also the list of contributors who participated in this project.

License

This project is licensed under the MIT License - see the LICENSE file for details.

expenses_site's Issues

Dashboard

I need a front-end work with the dashboard. I think in react or svelte.

Stadistics

Show in the dashboard:

• Daily expenses.
• Frequency of expense amounts.

Pagination failed

In transactions lists group by accounts http://127.0.0.1:8000/expenses/?period=13&account=2 there is a problem with pagination, shows this url http://127.0.0.1:8000/expenses/?page=2

Upload

• When an upload is processing, the rows only disappear the text, but another way to show these changes could be better.
• Store the upload transform selection to avoid editing the same configuration in many uploads.

Cron processes

There are regular process. The idea is cron configured with this:

• Monthly expenses.
• Every upload creates invalid transactions and possibly unused uploads (with no transactions).
• Currency exchange.

Pre-upload

CSV file transformations:

• Indexing specific rows.
• Indexing specific cols.
• Match the model fields with CSV fields.
• Use at least 2 different cols to match with the amount but with different currencies.

I think using an structure like this, I think could work:

• start_row
• end_row
• match: dict (model_key, csv_col_index, params)

Budget

The module budget needs:

• Create a budget for the next period using the values from the previous period.
• Dashboard to determine whether the budget has been exceeded or not.

Navigation

• Breadcrumbs
• Set the flow's process

Login

• Create login view
• Authentication

Currencies

The app works around one main currency: HNL. It is needed to change for others currencies depending on the country or region.

Fix inspect uploads

• Combobox on change event instead button click
• Save alert change.