Hi! I'm making a financial analysis app in Django and to have some data to
play with i have to store historical data of balance sheets and profit/loss
statements. I need some suggestions on how i can accomplish that.
These are my models so far:
class Entity(models.Model):
"""
Holds information about entities as banks, finance and insurance companies.
"""
ENTITY_TYPE = (
('BNK', 'Bank'),
('FNC', 'Finance'),
('INS', 'Insurance'),
('UNK', 'Otros'),
)
name = models.CharField(max_length=255, unique=True)
type = models.CharField(choices=ENTITY_TYPE, max_length=3)
def __str__(self):
return self.name
class Statement(models.Model):
"""
Hold info about a Financial Statement.
"""
name = models.CharField(max_length=255)
def __str__(self):
return self.name
class AccountGroup(models.Model):
"""
Model to group accounts together i.e.: Asset, Liability, Equity, Income,
Expense
"""
parent_group = models.ForeignKey('AccountGroup', null=True, blank=True)
name = models.CharField(max_length=255)
def __str__(self):
return self.name
class Account(models.Model):
"""
Represents each account of a Financial Statement.
"""
# TODO this needs to be improved
order = models.IntegerField(unique=True, default='0000')
group = models.ForeignKey('AccountGroup')
name = models.CharField(max_length=255)
def __str__(self):
return self.name
class FinancialStatement(models.Model):
entity = models.ForeignKey('Entity')
statement = models.ForeignKey('Statement')
period = models.DateField()
accounts = models.ForeignKey('Account', default='0.00')
amount = models.DecimalField(max_digits=12, decimal_places=2,
default='0.00')
def __str__(self):
return self.entity
Since it's not an accounting app i have to only store data from a monthly
statement report, my question here is how can i make a form that brings all
accounts for a statement in a column and helps me introduce its
corresponding amount in other column. My Account model really needs better
logic for the account "order" or "number" part. For comparison purposes
every instance of FinancialStatement() needs to hold a date representing
the date when the statement was published. And that's my problem.
Hope you can help me.
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