The lino_welfare.modlib.debts modules adds functionality for managing "budgets".
A Budget
<lino_welfare.modlib.debts.modles.Budget> is a document based on financial data about a person or household. It is just about entering this data and then printing it.
The demo database has 14 such documents with fictive generated data:
>>> debts.Budget.objects.count() 14
For the following examples we will use budget no. 3:
>>> obj = debts.Budget.objects.get(pk=3) >>> obj Budget #3 (u'Budget Nr. 3 fxfcr Jeanxe9mart-Thelen')
This budget has 3 actors:
>>> len(obj.get_actors()) 3
Every actor is an instance of Actor
<lino_welfare.modlib.debts.models.Actor>, which is designed to be used in templates. For example, every actor has four attributes header, person, client and `household`:
>>> u = attrtable(obj.get_actors(), 'header person client household') >>> print(u) =========== ======================= ======================== ==================================== header person client household ----------- ----------------------- ------------------------ ------------------------------------ Gemeinsam None None Jérôme & Theresia Jeanémart-Thelen Mr. Herr Jérôme JEANÉMART JEANÉMART Jérôme (181) None Mrs. Frau Theresia THELEN None None =========== ======================= ======================== ==================================== <BLANKLINE>
Here is the textual representation of the "Expenses" panel:
>>> ses.show(debts.ExpensesByBudget.request(obj), ... column_names="account description amount remark", ... limit=10) ... #doctest: +NORMALIZE_WHITESPACE ====================================== ====================== ============ =========== Konto Beschreibung Betrag Bemerkung -------------------------------------- ---------------------- ------------ ----------- (3010) Miete Rent 41,00 (3011) Wasser Water 47,00 (3012) Strom Electricity (3020) Festnetz-Telefon und Internet Telephone & Internet 5,00 (3021) Handy Cell phone 10,00 (3030) Fahrtkosten Transport costs 15,00 Shopping (3030) Fahrtkosten Transport costs 15,00 Cinema (3031) TEC Busabonnement Public transport 20,00 (3032) Benzin Fuel 26,00 (3033) Unterhalt Auto Car maintenance 31,00 Total (35 Zeilen) 210,00 ====================================== ====================== ============ =========== <BLANKLINE>
Note that the above table contains a mixture of German and English texts because our current language is German while the partner speaks English:
>>> print(obj.partner.language) <BLANKLINE>
Description and Remark have been entererd for this particular Budget instance and are therefore in the partner's language. Everything else depends on the current user language.
Here are some more slave tables.
>>> ses.show(debts.ResultByBudget.request(obj)) ========================================================= ============== Beschreibung Betrag --------------------------------------------------------- -------------- Monatliche Einkünfte 5 000,00 Monatliche Ausgaben -565,00 Monatliche Reserve für jährliche Ausgaben (236,00 / 12) -19,67 Raten der laufenden Kredite -45,00 Restbetrag für Kredite und Zahlungsrückstände 4 370,33 ========================================================= ============== <BLANKLINE>
>>> obj.include_yearly_incomes = True >>> ses.show(debts.ResultByBudget.request(obj)) ========================================================= ============== Beschreibung Betrag --------------------------------------------------------- -------------- Monatliche Einkünfte 5 000,00 Jährliche Einkünfte (2 400,00 / 12) 200,00 Monatliche Ausgaben -565,00 Monatliche Reserve für jährliche Ausgaben (236,00 / 12) -19,67 Raten der laufenden Kredite -45,00 Restbetrag für Kredite und Zahlungsrückstände 4 570,33 ========================================================= ============== <BLANKLINE>
>>> ses.show(debts.DebtsByBudget.request(obj)) ================================== ============== Beschreibung Betrag ---------------------------------- -------------- Kredite 300,00 Schulden 600,00 Zahlungsrückstände (verteilbar) 900,00 Gerichtsvollzieher (verteilbar) 1 200,00 Inkasso-Unternehmen (verteilbar) 1 500,00 Verpflichtungen 4 500,00 ================================== ============== <BLANKLINE>
>>> with translation.override('en'): ... ses.show(debts.DebtsByBudget.request(obj)) ================================= ============== Description Amount --------------------------------- -------------- Loans 300,00 Debts 600,00 Invoices to pay (distributable) 900,00 Bailiff (distributable) 1 200,00 Cash agency (distributable) 1 500,00 Liabilities 4 500,00 ================================= ============== <BLANKLINE>
>>> with translation.override('en'): ... ses.show(debts.DistByBudget.request(obj)) ==================== ================= ============== ============ =========================== Creditor Description Debt % Monthly payback suggested -------------------- ----------------- -------------- ------------ --------------------------- Auto École Verte Invoices to pay 900,00 25,00 30,00 AS Express Post Bailiff 1 200,00 33,33 40,00 AS Matsalu Veevärk Cash agency 1 500,00 41,67 50,00 Total (3 rows) 3 600,00 100,00 120,00 ==================== ================= ============== ============ =========================== <BLANKLINE>
The following table shows how Lino renders remarks in the printed version: they are added to the description between parentheses (e.g. "Spare time"), and if several entries were grouped into a same printable row (e.g. "Fahrtkosten"), they are separated by commas.
>>> groups = list(obj.entry_groups(ses)) >>> with translation.override('en'): ... ses.show(groups[0].action_request) ... #doctest: -REPORT_UDIFF ==================== ========= ======== ===== ============== ============== Description Remarks Common Mr. Mrs. Total -------------------- --------- -------- ----- -------------- -------------- Salaries 800,00 800,00 Pension 1 000,00 1 000,00 Integration aid 1 200,00 1 200,00 Ersatzeinkünfte 1 400,00 1 400,00 Aliments Chèques-repas 200,00 200,00 Andere 400,00 400,00 Total (7 rows) 5 000,00 5 000,00 ==================== ========= ======== ===== ============== ============== <BLANKLINE>
>>> with translation.override('en'): ... ses.show(groups[1].action_request) ... #doctest: +REPORT_UDIFF ====================== ================== =============== ============ ===== ====== ============ Description Remarks Yearly amount Common Mr. Mrs. Total ---------------------- ------------------ --------------- ------------ ----- ------ ------------ Rent 492,00 41,00 41,00 Water 564,00 47,00 47,00 Electricity Telephone & Internet 60,00 5,00 5,00 Cell phone 120,00 10,00 10,00 Transport costs Shopping, Cinema 360,00 30,00 30,00 Public transport 240,00 20,00 20,00 Fuel 312,00 26,00 26,00 Car maintenance 372,00 31,00 31,00 School 432,00 36,00 36,00 Babysitting 492,00 41,00 41,00 Health 564,00 47,00 47,00 Clothes Food 60,00 5,00 5,00 Hygiene 120,00 10,00 10,00 Health insurance 180,00 15,00 15,00 Labour fees 240,00 20,00 20,00 Unterhaltszahlungen 312,00 26,00 26,00 Retirement savings 372,00 31,00 31,00 Tobacco 432,00 36,00 36,00 Spare time Seminar 492,00 41,00 41,00 Pets 564,00 47,00 47,00 Other Total (23 rows) 6 780,00 565,00 565,00 ====================== ================== =============== ============ ===== ====== ============ <BLANKLINE>
>>> with translation.override('en'): ... ses.show(groups[2].action_request) ... #doctest: +REPORT_UDIFF ================================= ======== ===== ============ ============ Description Common Mr. Mrs. Total --------------------------------- -------- ----- ------------ ------------ Paid holiday (600 / 12) 50,00 50,00 Year-end prime (800 / 12) 66,67 66,67 Gewerkschaftsprämie (1000 / 12) 83,33 83,33 Total (3 rows) 200,00 200,00 ================================= ======== ===== ============ ============ <BLANKLINE>
>>> with translation.override('fr'): ... ses.show(debts.DistByBudget.request(obj)) ====================== ================= ============== ============ ======================= Créancier Description Dette % Remboursement mensuel ---------------------- ----------------- -------------- ------------ ----------------------- Auto École Verte Invoices to pay 900,00 25,00 30,00 AS Express Post Bailiff 1 200,00 33,33 40,00 AS Matsalu Veevärk Cash agency 1 500,00 41,67 50,00 Total (3 lignes) 3 600,00 100,00 120,00 ====================== ================= ============== ============ ======================= <BLANKLINE>
Or the same in English:
>>> with translation.override('en'): ... ses.show(debts.DistByBudget.request(obj)) ==================== ================= ============== ============ =========================== Creditor Description Debt % Monthly payback suggested -------------------- ----------------- -------------- ------------ --------------------------- Auto École Verte Invoices to pay 900,00 25,00 30,00 AS Express Post Bailiff 1 200,00 33,33 40,00 AS Matsalu Veevärk Cash agency 1 500,00 41,67 50,00 Total (3 rows) 3 600,00 100,00 120,00 ==================== ================= ============== ============ =========================== <BLANKLINE>
Note that the Description still shows German words because these are stored per Budget, and Budget #3 is addressed to a German-speaking partner.
The following snippet reproduces a one-day bug discovered 20130527:
>>> url = '/api/debts/Budgets/3?fmt=json&an=detail' >>> res = test_client.get(url,REMOTE_USER='rolf') >>> print(res.status_code) 200 >>> result = json.loads(res.content) >>> print(result.keys()) [u'navinfo', u'data', u'disable_delete', u'id', u'title']
The following is to check whether the editable attribute inherited correctly.
>>> debts.Budgets.editable True >>> debts.EntriesByBudget.editable True >>> debts.DistByBudget.editable False >>> debts.LiabilitiesByBudget.editable True >>> debts.PrintEntriesByBudget.editable False
>>> translation.activate('en')
The following shows how we use the lino_welfare.modlib.debts.models.Actor.get_first_meeting method for printing the date and user of the first meeting.
Here is a list of all actors for which there is a first meeting.
>>> msg = "Budget {0} : First meeting on {1} with user {2}" >>> for actor in debts.Actor.objects.all(): ... n = actor.get_first_meeting() ... if n is not None: ... print(msg.format(actor.budget.id, dd.fdl(n.date), n.user)) Budget 4 : First meeting on July 22, 2013 with user Rolf Rompen
The syntax of appy.pod templates does not yet have a with statement.
The Default.odt template uses this in a construct similar to the following snippet:
>>> budget = debts.Budget.objects.get(pk=4) >>> for actor in budget.get_actors(): ... print(actor.get_first_meeting_text()) None First meeting on July 22, 2013 with Rolf Rompen None
Here is now (almost) the whole content of a printed budget.
>>> obj = debts.Budget.objects.get(pk=4)
>>> ses.story2rst(obj.data_story(ses)) ... #doctest: +REPORT_UDIFF ~~~~~~~~~~~~~~~ Monthly incomes ~~~~~~~~~~~~~~~ <BLANKLINE> ==================== ========= ======== ===== ============== ============== Description Remarks Common Mr. Mrs. Total -------------------- --------- -------- ----- -------------- -------------- Salaries 1 200,00 1 200,00 Pension 1 400,00 1 400,00 Integration aid Ersatzeinkünfte 200,00 200,00 Aliments 400,00 400,00 Chèques-repas 600,00 600,00 Andere 800,00 800,00 Total (7 rows) 4 600,00 4 600,00 ==================== ========= ======== ===== ============== ============== <BLANKLINE> ~~~~~~~~~~~~~~~~ Monthly expenses ~~~~~~~~~~~~~~~~ <BLANKLINE> ====================== ================== =============== ============ ===== ====== ============ Description Remarks Yearly amount Common Mr. Mrs. Total ---------------------- ------------------ --------------- ------------ ----- ------ ------------ Rent 120,00 10,00 10,00 Water 180,00 15,00 15,00 Electricity 240,00 20,00 20,00 Telephone & Internet 312,00 26,00 26,00 Cell phone 372,00 31,00 31,00 Transport costs Cinema, Shopping 864,00 72,00 72,00 Public transport 492,00 41,00 41,00 Fuel 564,00 47,00 47,00 Car maintenance School 60,00 5,00 5,00 Babysitting 120,00 10,00 10,00 Health 180,00 15,00 15,00 Clothes 240,00 20,00 20,00 Food 312,00 26,00 26,00 Hygiene 372,00 31,00 31,00 Health insurance 432,00 36,00 36,00 Labour fees 492,00 41,00 41,00 Unterhaltszahlungen 564,00 47,00 47,00 Retirement savings Tobacco 60,00 5,00 5,00 Spare time Cinema 120,00 10,00 10,00 Pets 180,00 15,00 15,00 Other 240,00 20,00 20,00 Total (23 rows) 6 516,00 543,00 543,00 ====================== ================== =============== ============ ===== ====== ============ <BLANKLINE> ~~~~~~~~~~~~~~ Yearly incomes ~~~~~~~~~~~~~~ <BLANKLINE> ================================= ======== ===== ============ ============ Description Common Mr. Mrs. Total --------------------------------- -------- ----- ------------ ------------ Paid holiday (1000 / 12) 83,33 83,33 Year-end prime (1200 / 12) 100,00 100,00 Gewerkschaftsprämie (1400 / 12) 116,67 116,67 Total (3 rows) 300,00 300,00 ================================= ======== ===== ============ ============ <BLANKLINE> ~~~~~ Taxes ~~~~~ <BLANKLINE> ===================== ========= =============== =========== ===== ====== =========== Description Remarks Yearly amount Common Mr. Mrs. Total --------------------- --------- --------------- ----------- ----- ------ ----------- Municipal tax 26,00 2,17 2,17 Kanalisationssteuer 31,00 2,58 2,58 Waste tax 36,00 3,00 3,00 Autosteuer 41,00 3,42 3,42 Immobiliensteuer 47,00 3,92 3,92 Other Total (6 rows) 181,00 15,08 15,08 ===================== ========= =============== =========== ===== ====== =========== <BLANKLINE> ~~~~~~~~~~ Insurances ~~~~~~~~~~ <BLANKLINE> ===================== ========= =============== ========== ===== ====== ========== Description Remarks Yearly amount Common Mr. Mrs. Total --------------------- --------- --------------- ---------- ----- ------ ---------- Fire 5,00 0,42 0,42 Familienhaftpflicht 10,00 0,83 0,83 Car insurance 15,00 1,25 1,25 Life insurance 20,00 1,67 1,67 Other insurances 26,00 2,17 2,17 Total (5 rows) 76,00 6,33 6,33 ===================== ========= =============== ========== ===== ====== ========== <BLANKLINE> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Debts, outsanding payments and credits ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ <BLANKLINE> ===================== ========= ============== ============ ===== ====== ============ Partner Remarks Monthly rate Common Mr. Mrs. Total --------------------- --------- -------------- ------------ ----- ------ ------------ Maksu- ja tolliamet 900,00 900,00 Total (1 rows) 900,00 900,00 ===================== ========= ============== ============ ===== ====== ============ <BLANKLINE> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Bailiffs and cash collectors ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ <BLANKLINE> ======================== =============================== ========= ============== ======== ============== ============== ============== Debt collection agency Partner Remarks Monthly rate Common Mr. Mrs. Total ------------------------ ------------------------------- --------- -------------- -------- -------------- -------------- -------------- Cashback sprl Ragn-Sells AS 1 200,00 1 200,00 Money Wizard AS Electrabel Customer Solutions 1 500,00 1 500,00 Total (2 rows) 1 200,00 1 500,00 2 700,00 ======================== =============================== ========= ============== ======== ============== ============== ============== <BLANKLINE>
>>> ses.story2rst(obj.summary_story(ses)) ... #doctest: +REPORT_UDIFF ------------------Incomes & Expenses ------------------<BLANKLINE> ========================================================= ============== Description Amount --------------------------------------------------------- -------------- Monatliche Einkünfte 4 600,00 Monatliche Ausgaben -543,00 Monatliche Reserve für jährliche Ausgaben (257,00 / 12) -21,42 Restbetrag für Kredite und Zahlungsrückstände 4 035,58 ========================================================= ============== <BLANKLINE> -----------Liabilities -----------<BLANKLINE> ================================= ============== Description Amount --------------------------------- -------------- Invoices to pay (distributable) 900,00 Bailiff (distributable) 1 200,00 Cash agency (distributable) 1 500,00 Liabilities 3 600,00 ================================= ============== <BLANKLINE> ------------------Debts distribution ------------------<BLANKLINE> =============================== ================= ============== ============ =========================== Creditor Description Debt % Monthly payback suggested ------------------------------- ----------------- -------------- ------------ --------------------------- Maksu- ja tolliamet Invoices to pay 900,00 25,00 30,00 Ragn-Sells AS Bailiff 1 200,00 33,33 40,00 Electrabel Customer Solutions Cash agency 1 500,00 41,67 50,00 Total (3 rows) 3 600,00 100,00 120,00 =============================== ================= ============== ============ =========================== <BLANKLINE>