Online Financial Management System Project in Django with Source Code

Online Financial Management System Project in Django with Source Code

This Online Financial Management System Project in Django created based on python, Django, and MYSQL Database.

The Online Financial Management System which can help you manage your companies affairs, salary, taxes, receipts and etc.

The purpose of this system is to avoid any duplicity or manipulation of records and thus stop corruption.

A Online Financial Management System in Django is an easy project for beginners to learn how to build a web-based python Django project.

We will provide you with the complete source code and database for the python project so that you can easily install it on your machine and learn how to program in Python Django.

To start creating a Online Financial Management System Project in Python Django, makes sure that you have PyCharm Professional IDE Installed in your computer.

This Online Financial Management System in Django Framework includes a Download Source Code for free, just find the downloadable source code below and click download now.

Admin Features: Online Financial Management System Project in Django

• Login Page – The page where the system administrator enters their system credentials in order to gain access to the system’s administrative side.
• New Company Page-This is the page where an administrator can add a new company.
• Company List– The page with a list of companies that can be navigated to change or delete a company.
• New Items – The page to which an administrator can add new items.
• Items List– The page on which the list of items can be viewed, modified, or deleted.
• New receipt – The page to which an administrator can add new receipt.
• receipt List– The page on which the list of receipt can be viewed.
• New Salary – The page to which an administrator can add new salary for their employee.
• Salary List– The page on which the list of salary can be viewed.
• New User Page – The page where a new admin credentials are created by an admin.
• Users list – This is the page that lists and manages the added users.

Online Financial Management System Project in Django Steps on How to Create a Project

Functionality and Codes of the Online Financial Management System Project in Django with Source Code

• Create template for the salary form in Online Financial Management System Project in Django.

In this section, we will learn on how create a templates for the salary form. To start with, add the following code in your create.html under the folder of /templates/.

{% extends 'apps_base.html' %}

{% block title %}Create receipt{% endblock %}

{% block apps_base_title %}Create a new salary record{% endblock %}

{% block apps_base_content %}
    {% if company_payees %}
        <form action="{% url 'create_salary' %}" method="post" class="form-block">
            {% csrf_token %}
            <input name="company_uuid" type="hidden" value="{{ company_uuid }}" readonly required/>
            <div class="form-group">
                <label for="create-salary-payee">Select a staff in {{ company_name }}</label>
                <select id="create-salary-payee" class="custom-select form-control" name="payee_id" required>
                    <option value="">None</option>
                    {% for payee in company_payees %}
                        <option value="{{ payee.id }}">{{ payee.full_name }}</option>
                    {% endfor %}
                </select>
            </div>
            <div class="form-group">
                <label for="create-salary-base-salary">Base Salary</label>
                <input id="create-salary-base-salary" name="base_salary" class="form-control" type="number" min="0"
                       step="0.01"
                       required/>
            </div>
            <div class="form-group">
                <label for="create-salary-bonus">Bonus</label>
                <input id="create-salary-bonus" name="bonus" class="form-control" type="number" min="0" step="0.01"
                       required/>
            </div>
            <div class="form-group">
                <label for="create-salary-total-salary">Total</label>
                <input id="create-salary-total-salary" name="total" class="form-control" type="number" readonly
                       required/>
            </div>
            <div class="form-group">
                <label for="create-salary-date">Date</label>
                <input id="create-salary-date" name="date" class="form-control auto-set-to-today" type="date" required/>
            </div>
            <button class="btn btn-lg btn-primary btn-block" type="submit">Create</button>
        </form>
    {% else %}
        <div class="alert alert-warning" role="alert">
            <strong>No staff to be paid!</strong>
            <p>All staff in your company are paid.</p>
        </div>
    {% endif %}
{% endblock %}

{% block apps_base_scripts %}
    <script>
        {# Auto calculate total cost #}
        var a, b;
        $(document).ready(function () {
            $("#create-salary-base-salary").change(function () {
                a = Number(this.value);
                document.getElementById("create-salary-total-salary").value = a + b;
            });

            $("#create-salary-bonus").change(function () {
                b = Number(this.value);
                document.getElementById("create-salary-total-salary").value = a + b;
            });
        });
    </script>
{% endblock %}

• Create template for the homepage in Online Financial Management System Project in Django.

In this section, we will learn on how create a templates for the homepage. To start with, add the following code in your base.html under the folder of /templates/.

<!DOCTYPE html>
<html lang="en">
<head>
    <meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no"/>
    <meta charset="UTF-8">

    {% load static %}
    <!-- Bootstrap CSS -->
    <link rel="stylesheet" href="{% static "css/bootstrap.min.css" %}"/>

    <!-- Font Awesome -->
    <link rel="stylesheet" href="{% static "css/font-awesome.min.css" %}"/>
    <link rel="stylesheet" href="{% static "css/custom-fa-font-style.css" %}"/>

    <!-- Global Custom Style -->
    <link rel="stylesheet" href="{% static "css/custom-style.css" %}"/>

    <!-- Additional Style -->
    {% block base_stylesheets %}{% endblock %}

    <link rel="icon" href="{% static "img/favicon.png" %}">
    <title>{% block title %}{% endblock %}</title>
</head>
<body>
<!-- Navigation Bar -->
<nav class="navbar navbar-expand-md navbar-dark" style="background-color: black" id="navbar">
    <a class="navbar-brand" href="{% url 'index' %}">Financial Management System</a>
    <button class="navbar-toggler" type="button" data-toggle="collapse" data-target="#navbarsExample04"
            aria-controls="navbarsExample04" aria-expanded="false" aria-label="Toggle navigation">
        <span class="navbar-toggler-icon"></span>
    </button>

    <div class="collapse navbar-collapse" id="navbarsExample04">
        <ul class="navbar-nav mr-auto">
            <!-- For Right Alignment -->
        </ul>
        <ul class="navbar-nav">
            <li class="nav-item">
                {% if user.is_authenticated %}
                    <div class="dropdown">
                        <a class="nav-link dropdown-toggle" id="user-btn" data-toggle="dropdown" aria-haspopup="true"
                           aria-expanded="false">
                            <i class="fa fa-user" aria-hidden="true"></i>
                            {{ user.get_username }}
                        </a>
                        <div class="dropdown-menu dropdown-menu-right" aria-labelledby="dropdownMenuButton">
                            <a class="dropdown-item" href="{% url 'info' %}">My financial affairs</a>
                            <a class="dropdown-item" href="{% url 'change_password' %}">Change password</a>
                            <a class="dropdown-item" href="{% url 'logout' %}">Logout</a>
                        </div>
                    </div>
                {% else %}
                    <a class="nav-link"
                       href="{% url 'login' %}">
                        <i class="fa fa-sign-in" aria-hidden="true"></i>Login
                    </a>
                {% endif %}
            </li>
        </ul>
    </div>
</nav>

<div class="main-content">
    <!-- Global Alerts Area -->
    <div class="container text-center mt-3" id="global-alerts">
        {% block alerts_area %}
            {% for alert in alerts %}
                {% if alert.0 == 'success' %}
                    <div class="alert alert-success my-2">
                        <strong>{{ alert.1 }}</strong>
                        <p class="my-0">{{ alert.2 }}</p>
                    </div>
                {% elif alert.0 == 'info' %}
                    <div class="alert alert-info my-2">
                        <strong>{{ alert.1 }}</strong>
                        <p class="my-0">{{ alert.2 }}</p>
                    </div>
                {% elif alert.0 == 'warning' %}
                    <div class="alert alert-warning my-2">
                        <strong>{{ alert.1 }}</strong>
                        <p class="my-0">{{ alert.2 }}</p>
                    </div>
                {% elif alert.0 == 'error' %}
                    <div class="alert alert-danger my-2">
                        <strong>{{ alert.1 }}</strong>
                        <p class="my-0">{{ alert.2 }}</p>
                    </div>
                {% endif %}
            {% endfor %}
            {% block additional_alerts_area %}
            {% endblock %}
        {% endblock %}
    </div>
    {% block base_content %}{% endblock %}
</div>


<!-- Footer -->
<footer class="footer text-muted">
    <div class="container">
        <p class="float-right">Constructed in <a href="http://getbootstrap.com/">Bootstrap</a></p>
        <p>© Online Financial Management System 2021
            </a>
        </p>
    </div>
</footer>

<!-- jQuery first, then Popper.js, then Bootstrap JS -->
<script src="{% static "js/jquery-3.2.1.slim.min.js" %}"></script>
<script src="{% static "js/popper.min.js" %}"></script>
<script src="{% static "js/bootstrap.min.js" %}"></script>
<script>
    {# Initialize tooltips #}
    $(document).ready(function () {
        $('[data-toggle="tooltip"]').tooltip();
    });

    {# Get tooltips on disabled buttons #}
    var disabledButton = $('.disabled-button-container > div');

    disabledButton.hover(function (e) {
        if ($(this).prev('button').is(':disabled')) {
            $(this).prev('button').tooltip('toggle');
            $(this).parent().css("cursor", "not-allowed");
        } else {
            $(this).parent().css("cursor", "pointer");
        }
    });

    disabledButton.click(function (e) {
        if (!$(this).prev('button').is(':disabled')) {
            $(this).prev('button').trigger('click');
        }
    });

    {# Make date input field auto set to today #}
    Date.prototype.toDateInputValue = (function () {
        var local = new Date(this);
        local.setMinutes(this.getMinutes() - this.getTimezoneOffset());
        return local.toJSON().slice(0, 10);
    });
    $(document).ready(function () {
        $('.auto-set-to-today').val(new Date().toDateInputValue());
    });
</script>
{% block base_scripts %}{% endblock %}
</body>
</html>

• Create template for the company details form in Online Financial Management System Project in Django.

In this section, we will learn on how create a templates for the company details form. To start with, add the following code in your details.html under the folder of /templates/.

{% extends 'apps_base.html' %}

{% block title %}Details of Company{% endblock %}

{% block apps_base_title %}Details of Company{% endblock %}

{% block apps_base_content %}
    <table class="table table-striped text-center table-responsive">
        <thead class="thead-inverse">
        <tr>
            <th class="text-center">Name</th>
            <th class="text-center">Owner</th>
            <th class="text-center">Number of Staff</th>
            <th class="text-center">UUID</th>
        </tr>
        </thead>
        <tbody>
        <tr>
            <td>{{ company.name }}</td>
            <td>{{ company.owner.full_name }}</td>
            <td>{{ staff_number }}</td>
            <td>{{ company.unique_id }}</td>
        </tr>
        </tbody>
    </table>

    <div class="text-center">
        {% if is_owner %}
            <a href="{% url 'manage_staff' company_uuid=company.unique_id %}"  class="btn btn-info"
               role="button">Manage</a>
            <a href="{% url 'update_company' company_uuid=company.unique_id %}" class="btn btn-primary"
               role="button">Update</a>
        {% endif %}
        <!-- Delete Modal Trigger Button -->
        <button type="button" class="btn btn-danger" data-toggle="modal" data-target="#delete-or-quit-confirmation">
            {% if is_owner %}
                DELETE
            {% else %}
                QUIT
            {% endif %}
        </button>
    </div>
    <!-- Delete Modal -->
    <div class="modal fade" id="delete-or-quit-confirmation" tabindex="-1" role="dialog"
         aria-labelledby="delete-or-quit-confirmation-label"
         aria-hidden="true">
        <div class="modal-dialog" role="document">
            <div class="modal-content">
                <div class="modal-header">
                    <h5 class="modal-title" id="exampleModalLabel">Confirmation</h5>
                    <button type="button" class="close" data-dismiss="modal" aria-label="Close">
                        <span aria-hidden="true">&times;</span>
                    </button>
                </div>
                <div class="modal-body">
                    {% if is_owner %}
                        Delete this company?
                    {% else %}
                        Quit this company?
                    {% endif %}
                </div>
                <div class="modal-footer">
                    <button type="button" class="btn btn-secondary" data-dismiss="modal">Close</button>
                    <div class="text-center">
                        {% if is_owner %}
                            <div class="text-center">
                                <form action="{% url 'delete_company' %}" method="post">
                                    {% csrf_token %}
                                    <input type="hidden" name="unique_id" value="{{ company.unique_id }}"/>
                                    <button class="btn btn-danger" data-toggle="confirmation" type="submit">Confirm
                                    </button>
                                </form>
                            </div>
                        {% else %}
                            <div class="text-center">
                                <form action="{% url 'quit_company' %}" method="post">
                                    {% csrf_token %}
                                    <input type="hidden" name="unique_id" value="{{ company.unique_id }}"/>
                                    <button class="btn btn-danger" data-toggle="confirmation" type="submit">Confirm
                                    </button>
                                </form>
                            </div>
                        {% endif %}
                    </div>
                </div>
            </div>
        </div>
    </div>
{% endblock %}

Downloadable Source Code Below.

Anyway, if you want to level up your programming knowledge, especially python, try this new article I’ve made for you Best Python Projects with source code for Beginners.

But If you’re going to focus on web development using Django, you can download here from our list of Best Django Projects with source code based on real-world projects.

How To Run The Online Financial Management System Project in Django?

• Step 1: Extract/unzip the file
• Step 2: Go inside the project folder, open cmd and type the following commands to install Django Framework and run the webserver:
• pip install -r requirements.txt
• python manage.py migrate
• python manage.py runserver
• Step 3: Finally, open the browser and go to http://127.0.0.1:8000/

Summary

In summary, the Online Financial Management System Project in Django with Source Code can be useful to students or professional who wants to learn python programming language.

This project can also be modified to fit your personal requirements. Hope this project will help you to improve your skills. Happy Coding!

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