django-finance-12bucks 0.1.0__py3-none-any.whl

django_finance_12bucks-0.1.0.dist-info/METADATA

@@ -0,0 +1,135 @@
+Metadata-Version: 2.4
+Name: django-finance-12bucks
+Version: 0.1.0
+Summary: A Django finance app to track income, expenses, mileage, and generate reports.
+Home-page: https://github.com/yourusername/12bucks
+Author: Tom Stout
+Author-email: tom@airborne-images.net
+License: MIT
+Classifier: Framework :: Django
+Classifier: Programming Language :: Python :: 3
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Operating System :: OS Independent
+Description-Content-Type: text/markdown
+License-File: LICENSE
+Requires-Dist: Django>=4.0
+Requires-Dist: psycopg2-binary
+Requires-Dist: pillow
+Requires-Dist: django-crispy-forms
+Requires-Dist: django-bootstrap-v5
+Requires-Dist: django-environ
+Requires-Dist: weasyprint
+Dynamic: author
+Dynamic: author-email
+Dynamic: classifier
+Dynamic: description
+Dynamic: description-content-type
+Dynamic: home-page
+Dynamic: license
+Dynamic: license-file
+Dynamic: requires-dist
+Dynamic: summary
+
+# 💸 12Bucks – Django Finance & Accounting App
+
+**12Bucks** is a Django-based financial management application built for freelancers, small business owners, and creators. It allows users to track income, expenses, mileage, clients, and invoices — all in one responsive, modern dashboard.
+
+> Developed by [Tom Stout](https://airborne-images.net) for Airborne Images and 12bytes.
+
+![Django](https://img.shields.io/badge/Django-4.x-green?style=for-the-badge&logo=django)
+![Python](https://img.shields.io/badge/Python-3.10+-blue?style=for-the-badge&logo=python)
+![PostgreSQL](https://img.shields.io/badge/PostgreSQL-316192?style=for-the-badge&logo=postgresql)
+
+---
+
+## 🚀 Features
+
+- 📊 **Income & Expense Tracking** by category and subcategory
+- 🧾 **Client Management** with invoice generation and email delivery
+- 🚘 **Mileage Tracking** with deductible/reimbursable tagging
+- 📥 **Receipt Uploads** with image preview
+- 📅 **Year-over-Year Keyword-Based Financial Summary**
+- 📄 **Financial Statements** and category summaries
+- 📧 **Email Integration** for sending invoices
+- 📱 **Mobile-Friendly** Bootstrap 5 UI
+- 📦 **PDF Export** of invoices and reports (via WeasyPrint)
+
+---
+
+## 📂 Project Structure
+
+```
+finance/
+├── templates/
+│   ├── finance/
+│   └── components/
+├── static/
+├── forms.py
+├── models.py
+├── views.py
+├── urls.py
+...
+```
+
+---
+
+## 🛠️ Installation
+
+### 📦 Via pip (after PyPI release):
+```bash
+pip install django-finance-12bucks
+```
+
+### 🧪 Manual Setup:
+```bash
+git clone https://github.com/yourusername/12bucks.git
+cd 12bucks
+python -m venv venv
+source venv/bin/activate
+pip install -r requirements.txt
+python manage.py migrate
+python manage.py runserver
+```
+
+---
+
+## 🧩 Configuration
+
+Set the following in your `.env`:
+
+```env
+DEBUG=True
+SECRET_KEY=your_secret_key
+DATABASE_URL=postgres://user:pass@localhost:5432/yourdb
+EMAIL_HOST=smtp.office365.com
+EMAIL_PORT=587
+EMAIL_USE_TLS=True
+EMAIL_HOST_USER=your@email.com
+EMAIL_HOST_PASSWORD=yourpassword
+```
+
+---
+
+## 📷 Screenshots
+
+Coming soon...
+
+---
+
+## 🤝 Contributing
+
+Pull requests are welcome! For major changes, open an issue first to discuss what you’d like to add.
+
+---
+
+## 📄 License
+
+This project is licensed under the [MIT License](LICENSE).
+
+---
+
+## 📬 Contact
+
+**Tom Stout**  
+✉️ [tom@airborne-images.net](mailto:tom@airborne-images.net)  
+🌐 [airborne-images.net](https://www.airborne-images.net)

django_finance_12bucks-0.1.0.dist-info/RECORD

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+migrations/0001_initial.py,sha256=ODk5QC_nYmH0z0XIy9D2AoUBQxEL1KAd_D4N25Q_few,6619
+migrations/0002_miles.py,sha256=4sFVqznnQSc-tJlZyJze9Po4uoFOHB7ua0plopKhG28,1695
+migrations/0003_mileagerate.py,sha256=9dSF8zZajgIOgNiyGnOTS8m1U-89DGZxmCCnHtNW_e4,683
+migrations/0004_alter_transaction_receipt.py,sha256=hLxXcKyqh_DlXXRdhX8Mpb50HcfZDG6PloDRogV2UR0,417
+migrations/0005_remove_invoiceitem_invoice_numb_invoiceitem_invoice_and_more.py,sha256=1LfmJBQfbxixNLWxd3dzbNAFmtx8PM_TWrQRfoAYilM,1013
+migrations/0006_alter_invoice_options_alter_invoiceitem_invoice_and_more.py,sha256=d-dha9_Unx6wMrnphFbINfj5HDk5R4HQQ73g4yrhGm4,1017
+migrations/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
+django_finance_12bucks-0.1.0.dist-info/METADATA,sha256=t7VrVEPTcgzslXq35YKjkc7XfamJuVY5moaIjLsRZI8,3421
+django_finance_12bucks-0.1.0.dist-info/WHEEL,sha256=lTU6B6eIfYoiQJTZNc-fyaR6BpL6ehTzU3xGYxn2n8k,91
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django_finance_12bucks-0.1.0.dist-info/WHEEL

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+Wheel-Version: 1.0
+Generator: setuptools (78.1.1)
+Root-Is-Purelib: true
+Tag: py3-none-any
+

django_finance_12bucks-0.1.0.dist-info/licenses/LICENSE

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+MIT License
+
+Copyright (c) 2025 Tom Stout

django_finance_12bucks-0.1.0.dist-info/top_level.txt

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+migrations

migrations/0001_initial.py

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+# Generated by Django 4.2.20 on 2025-04-02 17:41
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    initial = True
+
+    dependencies = [
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='Category',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('category', models.CharField(blank=True, max_length=500, null=True)),
+            ],
+            options={
+                'verbose_name_plural': 'Categories',
+            },
+        ),
+        migrations.CreateModel(
+            name='Client',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('business', models.CharField(blank=True, max_length=500, null=True)),
+                ('first', models.CharField(blank=True, max_length=500, null=True)),
+                ('last', models.CharField(blank=True, max_length=500, null=True)),
+                ('street', models.CharField(blank=True, max_length=500, null=True)),
+                ('address2', models.CharField(blank=True, max_length=500, null=True)),
+                ('email', models.EmailField(max_length=254)),
+                ('phone', models.CharField(blank=True, max_length=500, null=True)),
+            ],
+        ),
+        migrations.CreateModel(
+            name='Keyword',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=500)),
+            ],
+        ),
+        migrations.CreateModel(
+            name='Service',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('service', models.CharField(blank=True, max_length=500, null=True)),
+            ],
+        ),
+        migrations.CreateModel(
+            name='SubCategory',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('sub_cat', models.CharField(blank=True, max_length=500, null=True)),
+            ],
+            options={
+                'verbose_name_plural': 'Sub Categories',
+            },
+        ),
+        migrations.CreateModel(
+            name='Team',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(blank=True, max_length=50, null=True)),
+            ],
+        ),
+        migrations.CreateModel(
+            name='Type',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('trans_type', models.CharField(blank=True, max_length=50, null=True)),
+            ],
+            options={
+                'verbose_name_plural': 'Types',
+            },
+        ),
+        migrations.CreateModel(
+            name='Transaction',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('date', models.DateField()),
+                ('date_created', models.DateField(auto_now_add=True)),
+                ('amount', models.DecimalField(decimal_places=2, max_digits=20)),
+                ('invoice_numb', models.CharField(blank=True, max_length=500, null=True)),
+                ('paid', models.CharField(blank=True, default='No', max_length=500, null=True)),
+                ('transaction', models.CharField(blank=True, max_length=500, null=True)),
+                ('receipt', models.CharField(blank=True, max_length=500, null=True)),
+                ('tax', models.CharField(blank=True, default='Yes', max_length=500, null=True)),
+                ('category', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, to='finance.category')),
+                ('keyword', models.ForeignKey(default=1, on_delete=django.db.models.deletion.PROTECT, to='finance.keyword')),
+                ('sub_cat', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, to='finance.subcategory')),
+                ('team', models.ForeignKey(null=True, on_delete=django.db.models.deletion.PROTECT, to='finance.team')),
+                ('trans_type', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, to='finance.type')),
+            ],
+            options={
+                'verbose_name_plural': 'Transactions',
+                'ordering': ['date'],
+            },
+        ),
+        migrations.CreateModel(
+            name='InvoiceItem',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('invoice_numb', models.CharField(blank=True, max_length=500, null=True)),
+                ('qty', models.IntegerField(blank=True, default='1', null=True)),
+                ('price', models.DecimalField(decimal_places=2, default='100.00', max_digits=20)),
+                ('item', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, to='finance.service')),
+            ],
+        ),
+        migrations.CreateModel(
+            name='Invoice',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('invoice_numb', models.CharField(max_length=10, unique=True)),
+                ('event', models.CharField(blank=True, max_length=500, null=True)),
+                ('location', models.CharField(blank=True, max_length=500, null=True)),
+                ('amount', models.DecimalField(decimal_places=2, default=0.0, max_digits=100)),
+                ('date', models.DateField()),
+                ('due', models.DateField()),
+                ('paid', models.CharField(blank=True, default='No', max_length=100, null=True)),
+                ('client', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, to='finance.client')),
+                ('keyword', models.ForeignKey(default=1, on_delete=django.db.models.deletion.PROTECT, to='finance.keyword')),
+                ('service', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, to='finance.service')),
+            ],
+            options={
+                'verbose_name_plural': 'Invoices',
+                'ordering': ['invoice_numb'],
+            },
+        ),
+    ]

migrations/0002_miles.py

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+# Generated by Django 4.2.20 on 2025-04-09 03:51
+
+import django.core.validators
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('finance', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='Miles',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('date', models.DateField()),
+                ('begin', models.DecimalField(decimal_places=1, max_digits=10, null=True, validators=[django.core.validators.MinValueValidator(0)])),
+                ('end', models.DecimalField(decimal_places=1, max_digits=10, null=True, validators=[django.core.validators.MinValueValidator(0)])),
+                ('total', models.DecimalField(decimal_places=1, editable=False, max_digits=10, null=True)),
+                ('invoice', models.CharField(blank=True, max_length=255, null=True)),
+                ('tax', models.CharField(default='Yes', max_length=10, null=True)),
+                ('job', models.CharField(blank=True, max_length=255, null=True)),
+                ('vehicle', models.CharField(default='Lead Foot', max_length=255, null=True)),
+                ('mileage_type', models.CharField(choices=[('Taxable', 'Taxable'), ('Reimbursed', 'Reimbursed')], default='Taxable', max_length=20)),
+                ('client', models.ForeignKey(on_delete=django.db.models.deletion.PROTECT, to='finance.client')),
+            ],
+            options={
+                'verbose_name_plural': 'Miles',
+                'ordering': ['-date'],
+            },
+        ),
+    ]

migrations/0003_mileagerate.py

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+# Generated by Django 4.2.20 on 2025-04-09 04:38
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('finance', '0002_miles'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='MileageRate',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('rate', models.DecimalField(decimal_places=2, default=0.7, max_digits=5)),
+            ],
+            options={
+                'verbose_name': 'Mileage Rate',
+                'verbose_name_plural': 'Mileage Rates',
+            },
+        ),
+    ]

migrations/0004_alter_transaction_receipt.py

@@ -0,0 +1,18 @@
+# Generated by Django 4.2.20 on 2025-04-12 03:40
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('finance', '0003_mileagerate'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='transaction',
+            name='receipt',
+            field=models.FileField(blank=True, null=True, upload_to='receipts/'),
+        ),
+    ]

migrations/0005_remove_invoiceitem_invoice_numb_invoiceitem_invoice_and_more.py

@@ -0,0 +1,33 @@
+# Generated by Django 4.2.20 on 2025-04-20 00:35
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('finance', '0004_alter_transaction_receipt'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='invoiceitem',
+            name='invoice_numb',
+        ),
+        migrations.AddField(
+            model_name='invoiceitem',
+            name='invoice',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='items', to='finance.invoice'),
+        ),
+        migrations.AlterField(
+            model_name='invoiceitem',
+            name='price',
+            field=models.DecimalField(decimal_places=2, default=100.0, max_digits=20),
+        ),
+        migrations.AlterField(
+            model_name='invoiceitem',
+            name='qty',
+            field=models.IntegerField(blank=True, default=1, null=True),
+        ),
+    ]

migrations/0006_alter_invoice_options_alter_invoiceitem_invoice_and_more.py

@@ -0,0 +1,33 @@
+# Generated by Django 4.2.20 on 2025-04-20 03:04
+
+from django.db import migrations, models
+import django.db.models.deletion
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('finance', '0005_remove_invoiceitem_invoice_numb_invoiceitem_invoice_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='invoice',
+            options={'ordering': ['invoice_numb']},
+        ),
+        migrations.AlterField(
+            model_name='invoiceitem',
+            name='invoice',
+            field=models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='items', to='finance.invoice'),
+        ),
+        migrations.AlterField(
+            model_name='invoiceitem',
+            name='price',
+            field=models.DecimalField(decimal_places=2, default=0.0, max_digits=20),
+        ),
+        migrations.AlterField(
+            model_name='invoiceitem',
+            name='qty',
+            field=models.IntegerField(default=1),
+        ),
+    ]