This Django app automates the creation of cash calls for an investor. A cash call is an invoice consisting of a group bills. Generated bills and cash calls are stored in PostgreSQL.
Once cash calls are validated, an PDF invoice is generated.
Notion was used for jotting initial assumptions, Trello was used for tracking work, and PostGreSQL database was used.
You need docker-compose and a virtual environment. Create a new venv by running python -m venv ./venv.
Install the requirements by activating the venv and running pip install -r requirements.txt
Spin up a Postgres database by running ./scripts/start-dev-db.sh
You can then start the server by running python manage.py runserver and visiting http://127.0.0.1:8000/.
Add the investments.csv and investors.csv to the database by running ./scripts/load-postgres-data.sh
You now have the option of adding the cash calls from the GUI or by script.
Run ./scripts/create-cash-calls-data.sh to generate bills and cash calls. You can view the changes in the GUI when you refresh the page.
You can create cash calls in the GUI at http://127.0.0.1:8000/ by clicking the Generate All Bills button then clicking the Generate All Cash Calls button.