On Sun, May 29, 2016 at 02:22:48PM -0700, David Zárate wrote:
> 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.
When you say "form", do you mean a Django Form[1]?
1. https://docs.djangoproject.com/en/1.9/topics/forms/
> 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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