Finance Manager

Clever Finance Management Tool

Backend Setup

a. Clone the repository:

git clone git@github.com:neuromaxer/finance_manager.git
cd finance_manager

b. Install dependencies using pipenv:

pipenv install

c. Activate the pipenv shell:

pipenv shell

d. Apply migrations:

cd finance_manager/
python manage.py migrate

e. Start the Django server:

python manage.py runserver

Frontend Setup

a. Navigate to the frontend directory:
```
cd ../frontend
```
b. Install required packages:
```
npm install
```
c. Start the React development server:
```
npm start
```

Over time, you might want to clean up or reset the database of trades. Follow the steps below to do this:

Delete the SQLite Database:
- If you're using the default SQLite database, simply delete the db.sqlite3 file located in the root directory of your project.
```
rm db.sqlite3
```
Run Migrations Again:
- After deleting the SQLite database, you need to recreate the database structure.
```
python manage.py migrate
```
Remember to always backup important data before performing destructive operations on the database.

Launch Service:
- Launch all services
```
chmod +x run.sh
./run.sh
```
Record Trades:
- On the web interface, fill in the details in the form: Symbol, Quantity, Price, Time, and Type (Buy/Sell).
- Click on "Submit" to record the trade.
View Trades and Open Positions:
- Below the form, you'll see two tables displaying all recorded trades and netted open positions.
- Use the "Refresh Data" button to update the tables if needed.

Backend Tests: While inside the main finance_manager directory, run python manage.py test.
Frontend Tests: (If you have set up tests for React) Navigate to the finance_manager/frontend directory and run npm test.

For contributions, please create a new branch, implement your features or fixes, and submit a pull request.

MIT License

neuromaxer/finance_manager