feat: insight page

2026-05-28 18:39:29 +02:00 · 2025-02-16 00:14:23 -03:00
parent daf1f68b82
commit 195a8a68d6
15 changed files with 1062 additions and 262 deletions
@@ -0,0 +1,96 @@
+from django.db.models import Q
+from django.utils import timezone
+
+from dateutil.relativedelta import relativedelta
+
+from apps.transactions.models import Transaction
+from apps.insights.forms import (
+    SingleMonthForm,
+    SingleYearForm,
+    MonthRangeForm,
+    YearRangeForm,
+    DateRangeForm,
+)
+
+
+def get_transactions(request, include_unpaid=True, include_silent=False):
+    transactions = Transaction.objects.all()
+
+    filter_type = request.GET.get("type", None)
+
+    if filter_type is not None:
+        if filter_type == "month":
+            form = SingleMonthForm(request.GET)
+
+            if form.is_valid():
+                month = form.cleaned_data["month"].replace(day=1)
+            else:
+                month = timezone.localdate(timezone.now()).replace(day=1)
+
+            transactions = transactions.filter(
+                reference_date__month=month.month, reference_date__year=month.year
+            )
+        elif filter_type == "year":
+            form = SingleYearForm(request.GET)
+            if form.is_valid():
+                year = form.cleaned_data["year"].replace(day=1, month=1)
+            else:
+                year = timezone.localdate(timezone.now()).replace(day=1, month=1)
+
+            transactions = transactions.filter(reference_date__year=year.year)
+        elif filter_type == "month-range":
+            form = MonthRangeForm(request.GET)
+            if form.is_valid():
+                month_from = form.cleaned_data["month_from"].replace(day=1)
+                month_to = form.cleaned_data["month_to"].replace(day=1)
+            else:
+                month_from = timezone.localdate(timezone.now()).replace(day=1)
+                month_to = (
+                    timezone.localdate(timezone.now()) + relativedelta(months=1)
+                ).replace(day=1)
+
+            transactions = transactions.filter(
+                reference_date__gte=month_from,
+                reference_date__lte=month_to,
+            )
+        elif filter_type == "year-range":
+            form = YearRangeForm(request.GET)
+            if form.is_valid():
+                year_from = form.cleaned_data["year_from"].replace(day=1, month=1)
+                year_to = form.cleaned_data["year_to"].replace(day=31, month=12)
+            else:
+                year_from = timezone.localdate(timezone.now()).replace(day=1, month=1)
+                year_to = (
+                    timezone.localdate(timezone.now()) + relativedelta(years=1)
+                ).replace(day=31, month=12)
+
+            transactions = transactions.filter(
+                reference_date__gte=year_from,
+                reference_date__lte=year_to,
+            )
+        elif filter_type == "date-range":
+            form = DateRangeForm(request.GET)
+            if form.is_valid():
+                date_from = form.cleaned_data["date_from"]
+                date_to = form.cleaned_data["date_to"]
+            else:
+                date_from = timezone.localdate(timezone.now())
+                date_to = timezone.localdate(timezone.now()) + relativedelta(months=1)
+
+            transactions = transactions.filter(
+                date__gte=date_from,
+                date__lte=date_to,
+            )
+    else:  # Default to current month
+        month = timezone.localdate(timezone.now())
+        transactions = transactions.filter(
+            reference_date__month=month.month, reference_date__year=month.year
+        )
+
+    if not include_unpaid:
+        transactions = transactions.filter(is_paid=True)
+
+    if not include_silent:
+        transactions = transactions.exclude(Q(category__mute=True) & ~Q(category=None))
+
+    return transactions