feat(networth): add projected view

app/apps/net_worth/urls.py

@@ -3,5 +3,6 @@ from django.urls import path
 from . import views
 
 urlpatterns = [
-    path("net-worth/", views.net_worth_main, name="net_worth"),
+    path("net-worth/current/", views.net_worth_current, name="net_worth_current"),
+    path("net-worth/projected/", views.net_worth_projected, name="net_worth_projected"),
 ]

app/apps/net_worth/utils/calculate_net_worth.py

@@ -19,7 +19,9 @@ from apps.currencies.utils.convert import convert
 from apps.transactions.models import Transaction
 
 
-def calculate_historical_currency_net_worth():
+def calculate_historical_currency_net_worth(is_paid=True):
+    transactions_params = {**{k: v for k, v in [("is_paid", True)] if is_paid}}
+
     # Get all currencies and date range in a single query
     aggregates = Transaction.objects.aggregate(
         min_date=Min("reference_date"),
@@ -39,7 +41,7 @@ def calculate_historical_currency_net_worth():
 
     # Calculate cumulative balances for each account, currency, and month
     cumulative_balances = (
-        Transaction.objects.filter(is_paid=True)
+        Transaction.objects.filter(**transactions_params)
         .annotate(month=TruncMonth("reference_date"))
         .values("account__currency__name", "month")
         .annotate(
@@ -99,12 +101,13 @@ def calculate_historical_currency_net_worth():
     return historical_net_worth
 
 
-def calculate_historical_account_balance():
+def calculate_historical_account_balance(is_paid=True):
+    transactions_params = {**{k: v for k, v in [("is_paid", True)] if is_paid}}
     # Get all accounts
     accounts = Account.objects.filter(is_archived=False)
 
     # Get the date range
-    date_range = Transaction.objects.filter(is_paid=True).aggregate(
+    date_range = Transaction.objects.filter(**transactions_params).aggregate(
         min_date=Min("reference_date"), max_date=Max("reference_date")
     )
 
@@ -120,7 +123,7 @@ def calculate_historical_account_balance():
 
     # Calculate balances for each account and month
     balances = (
-        Transaction.objects.filter(is_paid=True)
+        Transaction.objects.filter(**transactions_params)
         .annotate(month=TruncMonth("reference_date"))
         .values("account", "month")
         .annotate(

app/apps/net_worth/views.py

@@ -14,7 +14,7 @@ from apps.transactions.utils.calculations import (
 )
 
 
-def net_worth_main(request):
+def net_worth_current(request):
     transactions_currency_queryset = Transaction.objects.filter(
         is_paid=True, account__is_archived=False
     ).order_by(
@@ -110,3 +110,103 @@ def net_worth_main(request):
             "accounts": accounts,
         },
     )
+
+
+def net_worth_projected(request):
+    transactions_currency_queryset = Transaction.objects.filter(
+        account__is_archived=False
+    ).order_by(
+        "account__currency__name",
+    )
+    transactions_account_queryset = Transaction.objects.filter(
+        account__is_archived=False
+    ).order_by(
+        "account__group__name",
+        "account__name",
+    )
+
+    currency_net_worth = calculate_currency_totals(
+        transactions_queryset=transactions_currency_queryset
+    )
+    account_net_worth = calculate_account_totals(
+        transactions_queryset=transactions_account_queryset
+    )
+
+    historical_currency_net_worth = calculate_historical_currency_net_worth(
+        is_paid=False
+    )
+
+    labels = (
+        list(historical_currency_net_worth.keys())
+        if historical_currency_net_worth
+        else []
+    )
+    currencies = (
+        list(historical_currency_net_worth[labels[0]].keys())
+        if historical_currency_net_worth
+        else []
+    )
+
+    datasets = []
+    for i, currency in enumerate(currencies):
+        data = [
+            float(month_data[currency])
+            for month_data in historical_currency_net_worth.values()
+        ]
+        datasets.append(
+            {
+                "label": currency,
+                "data": data,
+                "yAxisID": f"y{i}",
+                "fill": False,
+                "tension": 0.1,
+            }
+        )
+
+    chart_data_currency = {"labels": labels, "datasets": datasets}
+
+    chart_data_currency_json = json.dumps(chart_data_currency, cls=DjangoJSONEncoder)
+
+    historical_account_balance = calculate_historical_account_balance(is_paid=False)
+
+    labels = (
+        list(historical_account_balance.keys()) if historical_account_balance else []
+    )
+    accounts = (
+        list(historical_account_balance[labels[0]].keys())
+        if historical_account_balance
+        else []
+    )
+
+    datasets = []
+    for i, account in enumerate(accounts):
+        data = [
+            float(month_data[account])
+            for month_data in historical_account_balance.values()
+        ]
+        datasets.append(
+            {
+                "label": account,
+                "data": data,
+                "fill": False,
+                "tension": 0.1,
+                "yAxisID": f"y-axis-{i}",  # Assign each dataset to its own Y-axis
+            }
+        )
+
+    chart_data_accounts = {"labels": labels, "datasets": datasets}
+
+    chart_data_accounts_json = json.dumps(chart_data_accounts, cls=DjangoJSONEncoder)
+
+    return render(
+        request,
+        "net_worth/net_worth.html",
+        {
+            "currency_net_worth": currency_net_worth,
+            "account_net_worth": account_net_worth,
+            "chart_data_currency_json": chart_data_currency_json,
+            "currencies": currencies,
+            "chart_data_accounts_json": chart_data_accounts_json,
+            "accounts": accounts,
+        },
+    )

app/templates/includes/navbar.html

@@ -31,11 +31,19 @@
                    href="{% url 'calendar_index' %}">{% translate 'Calendar' %}</a></li>
           </ul>
         </li>
-        <li class="nav-item">
+        <li class="nav-item dropdown">
-          <a class="nav-link {% active_link views='net_worth' %}"
+          <a class="nav-link dropdown-toggle {% active_link views='net_worth_current||net_worth_projected' %}"
-             href="{% url 'net_worth' %}">
+             href="#" role="button"
+             data-bs-toggle="dropdown"
+             aria-expanded="false">
             {% translate 'Net Worth' %}
           </a>
+          <ul class="dropdown-menu">
+            <li><a class="dropdown-item {% active_link views='net_worth_current' %}"
+                   href="{% url 'net_worth_current' %}">{% translate 'Current' %}</a></li>
+            <li><a class="dropdown-item {% active_link views='net_worth_projected' %}"
+                   href="{% url 'net_worth_projected' %}">{% translate 'Projected' %}</a></li>
+          </ul>
         </li>
         <li class="nav-item dropdown">
           <a class="nav-link dropdown-toggle {% active_link views='installment_plans_index||recurring_trasanctions_index||transactions_all_index' %}"